Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-26,641
Closed -$1.36M 6060
2025
Q4
$1.82M Sell
26,641
-23,017
-46% -$1.59M 0.03% 2505
2025
Q3
$3.58M Buy
+49,658
New +$3.83M 0.06% 1820
2025
Q2
Hold
0
3595
2025
Q1
Hold
0
3421
2024
Q4
Hold
0
3389
2024
Q3
Hold
0
2997
2024
Q2
Hold
0
2812
2024
Q1
Sell
-38,726
Closed -$2.19M 2545
2023
Q4
$2.3M Buy
+38,726
New +$1.78M 0.07% 1159
2023
Q3
Hold
0
1725
2023
Q2
Hold
0
1427
2023
Q1
Hold
0
1408
2022
Q4
Hold
0
1377
2022
Q3
Hold
0
1305
2022
Q2
Sell
-30,943
Closed -$2.51M 1145
2022
Q1
$3.31M Sell
30,943
-5,151
-14% -$591K 0.16% 640
2021
Q4
$5.5M Buy
36,094
+7,743
+27% +$1.77M 0.22% 603
2021
Q3
$7.3M Buy
28,351
+11,981
+73% +$3.45M 0.6% 556
2021
Q2
$4.58M Buy
16,370
+2,411
+17% +$539K 0.37% 605
2021
Q1
$2.83M Buy
+13,959
New +$3.24M 0.27% 676
2020
Q4
Hold
0
1135
2020
Q3
Hold
0
1033
2020
Q2
Sell
-18,744
Closed -$2.36M 983
2020
Q1
$1.73M Buy
+18,744
New +$1.51M 0.29% 526
2019
Q4
Hold
0
862
2019
Q3
Hold
0
823

Other funds holding DOCU