Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-5,988
Closed -$432K 370
2025
Q3
$432K Buy
+5,988
New +$461K 0.08% 254
2024
Q4
Sell
-7,918
Closed -$492K 296
2024
Q3
$492K Buy
+7,918
New +$444K 0.2% 174
2024
Q2
Sell
-6,928
Closed -$413K 286
2024
Q1
$413K Buy
6,928
+1,009
+17% +$57K 0.22% 171
2023
Q4
$352K Sell
5,919
-1,460
-20% -$67K 0.23% 169
2023
Q3
$310K Buy
+7,379
New +$362K 0.17% 202
2023
Q2
Sell
-2,900
Closed -$169K 335
2023
Q1
$169K Buy
+2,900
New +$173K 0.15% 204
2019
Q2
Sell
-3,708
Closed -$192K 520
2019
Q1
$192K Buy
+3,708
New +$189K 0.08% 236

Other funds holding DOCU