Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$46.8K Buy
987
+123
+14% +$6.29K ﹤0.01% 249
2025
Q4
$59.1K Buy
864
+326
+61% +$22.5K ﹤0.01% 234
2025
Q3
$38.8K Buy
538
+18
+3% +$1.39K ﹤0.01% 272
2025
Q2
$40.5K Buy
520
+7
+1% +$566 ﹤0.01% 281
2025
Q1
$42K Buy
513
+15
+3% +$1.31K ﹤0.01% 287
2024
Q4
$44.8K Buy
498
+55
+12% +$4.39K ﹤0.01% 253
2024
Q3
$27.5K Buy
+443
New +$24.8K ﹤0.01% 221
2022
Q3
Sell
-5
Closed 571
2022
Q2
$0 Sell
5
-1
-17% -$81 ﹤0.01% 514
2022
Q1
$1K Buy
+6
New +$689 ﹤0.01% 477
2019
Q3
Hold
0
427
2019
Q2
Hold
0
745

Other funds holding DOCU