Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-41,300
Closed -$3.22M 563
2025
Q2
$3.22M Buy
41,300
+36,800
+818% +$2.98M 0.08% 237
2025
Q1
$366K Sell
4,500
-5,500
-55% -$482K 0.01% 665
2024
Q4
$899K Hold
10,000
0.02% 440
2024
Q3
$621K Hold
10,000
0.01% 608
2024
Q2
$535K Buy
+10,000
New +$564K 0.01% 666
2024
Q1
Sell
-15,000
Closed -$892K 534
2023
Q4
$892K Sell
15,000
-22,900
-60% -$1.05M 0.02% 508
2023
Q3
$1.59M Buy
+37,900
New +$1.86M 0.02% 470
2023
Q2
Sell
-3,500
Closed -$204K 907
2023
Q1
$204K Sell
3,500
-39,200
-92% -$2.34M ﹤0.01% 879
2022
Q4
$2.37M Sell
42,700
-76,400
-64% -$3.72M 0.05% 210
2022
Q3
$6.37M Sell
119,100
-275,700
-70% -$17.3M 0.12% 98
2022
Q2
$22.7M Buy
+394,800
New +$32M 0.69% 16
2021
Q4
Sell
-3,200
Closed -$824K 905
2021
Q3
$824K Sell
3,200
-2,300
-42% -$663K 0.03% 513
2021
Q2
$1.54M Buy
+5,500
New +$1.23M 0.06% 299

Other funds holding DOCU