Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,068
Closed -$329K 141
2022
Q1
$329K Sell
3,068
-105
-3% -$12.1K 0.05% 363
2021
Q4
$483K Sell
3,173
-2,227
-41% -$508K 0.06% 301
2021
Q3
$1.39M Buy
5,400
+17
+0.3% +$4.9K 0.11% 158
2021
Q2
$1.5M Sell
5,383
-738
-12% -$165K 0.12% 151
2021
Q1
$1.24M Sell
6,121
-487
-7% -$113K 0.09% 204
2020
Q4
$1.47M Buy
6,608
+823
+14% +$185K 0.1% 167
2020
Q3
$1.25M Buy
5,785
+1,664
+40% +$345K 0.11% 159
2020
Q2
$710K Buy
4,121
+369
+10% +$46.5K 0.09% 186
2020
Q1
$347K Buy
+3,752
New +$302K 0.06% 298

Other funds holding DOCU