Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-38,500
Closed -$3M 562
2025
Q2
$3M Buy
38,500
+34,400
+839% +$2.78M 0.07% 253
2025
Q1
$334K Sell
4,100
-12,700
-76% -$1.11M 0.01% 683
2024
Q4
$1.51M Hold
16,800
0.04% 338
2024
Q3
$1.04M Sell
16,800
-900
-5% -$50.4K 0.02% 485
2024
Q2
$947K Buy
+17,700
New +$998K 0.02% 532
2023
Q4
Sell
-35,700
Closed -$1.5M 990
2023
Q3
$1.5M Buy
+35,700
New +$1.75M 0.02% 493
2023
Q1
Sell
-22,600
Closed -$1.25M 956
2022
Q4
$1.25M Sell
22,600
-57,100
-72% -$2.78M 0.03% 375
2022
Q3
$4.26M Sell
79,700
-21,600
-21% -$1.35M 0.08% 145
2022
Q2
$5.81M Buy
+101,300
New +$8.2M 0.18% 94

Other funds holding DOCU