Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-16,200
Closed -$789K 905
2022
Q3
$866K Sell
16,200
-172,206
-91% -$10.8M 0.02% 591
2022
Q2
$10.8M Buy
+188,406
New +$15.3M 0.33% 52
2021
Q4
Sell
-931
Closed -$240K 904
2021
Q3
$240K Buy
+931
New +$268K 0.01% 912
2021
Q1
Sell
-2,119
Closed -$479K 1198
2020
Q4
$479K Buy
2,119
+771
+57% +$173K 0.05% 364
2020
Q3
$290K Sell
1,348
-352
-21% -$73.1K 0.02% 491
2020
Q2
$293K Buy
+1,700
New +$214K 0.02% 410
2019
Q2
Sell
-15,000
Closed -$783K 86
2019
Q1
$783K Buy
+15,000
New +$765K 0.69% 33

Other funds holding DOCU