Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,704
Closed -$221K 287
2024
Q1
$221K Sell
3,704
-335
-8% -$18.9K ﹤0.01% 1107
2023
Q4
$240K Buy
+4,039
New +$185K ﹤0.01% 968
2023
Q2
Sell
-3,893
Closed -$227K 1036
2023
Q1
$227K Buy
+3,893
New +$232K ﹤0.01% 877
2022
Q2
Sell
-2,935
Closed -$315K 881
2022
Q1
$315K Buy
2,935
+587
+25% +$67.4K 0.01% 705
2021
Q4
$358K Buy
2,348
+67
+3% +$15.3K 0.01% 649
2021
Q3
$587K Sell
2,281
-644
-22% -$186K 0.01% 452
2021
Q2
$818K Sell
2,925
-877
-23% -$196K 0.02% 361
2021
Q1
$770K Buy
3,802
+716
+23% +$166K 0.02% 346
2020
Q4
$686K Buy
3,086
+853
+38% +$192K 0.02% 354
2020
Q3
$481K Buy
+2,233
New +$463K 0.01% 389

Other funds holding DOCU