Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,400
Closed -$847K 310
2025
Q1
$847K Buy
+10,400
New +$911K 0.15% 151
2022
Q3
Sell
-4,763
Closed -$273K 198
2022
Q2
$273K Sell
4,763
-21,789
-82% -$1.76M 0.09% 178
2022
Q1
$2.84M Buy
26,552
+7,963
+43% +$914K 0.83% 35
2021
Q4
$2.83M Buy
18,589
+14,647
+372% +$3.34M 0.78% 37
2021
Q3
$1.01M Buy
3,942
+24
+0.6% +$6.92K 0.31% 77
2021
Q2
$1.09M Buy
3,918
+110
+3% +$24.6K 0.35% 81
2021
Q1
$771K Buy
3,808
+147
+4% +$34.1K 0.27% 91
2020
Q4
$814K Buy
3,661
+272
+8% +$61.1K 0.31% 84
2020
Q3
$729K Buy
+3,389
New +$703K 0.31% 78

Other funds holding DOCU