KFA
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Kapstone Financial Advisors’s DocuSign DOCU Stock Holding History

Kapstone Financial Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$256K Buy
+3,285
New +$256K 0.13% 92
2023
Q2 		– Sell
-3,593
Closed -$200K – 101
2023
Q1 		$200K Buy
3,593
+35
+1% +$1.95K 0.18% 92
2022
Q4 		$241K Buy
+3,558
New +$241K 0.22% 83