Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,425
Closed -$608K 100
2023
Q1
$608K Sell
10,425
-1,300
-11% -$77.5K 0.08% 60
2022
Q4
$650K Sell
11,725
-700
-6% -$34.1K 0.09% 57
2022
Q3
$664K Hold
12,425
0.1% 54
2022
Q2
$713K Hold
12,425
0.1% 57
2022
Q1
$1.33M Buy
12,425
+5,070
+69% +$582K 0.15% 49
2021
Q4
$1.12M Sell
7,355
-8,860
-55% -$2.02M 0.12% 52
2021
Q3
$4.17M Buy
16,215
+4,310
+36% +$1.24M 0.52% 32
2021
Q2
$3.33M Buy
11,905
+5,555
+87% +$1.24M 0.41% 35
2021
Q1
$1.29M Buy
6,350
+3,800
+149% +$881K 0.17% 49
2020
Q4
$567K Hold
2,550
0.08% 63
2020
Q3
$549K Buy
+2,550
New +$529K 0.09% 59

Other funds holding DOCU