Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.4M Buy
29,598
+12,658
+75% +$648K 0.01% 838
2025
Q4
$1.16M Buy
16,940
+1,392
+9% +$96.3K 0.01% 877
2025
Q3
$1.12M Sell
15,548
-2,716
-15% -$209K 0.01% 808
2025
Q2
$1.42M Sell
18,264
-68
-0.4% -$5.5K 0.02% 639
2025
Q1
$1.49M Sell
18,332
-184
-1% -$16.1K 0.02% 514
2024
Q4
$1.67M Buy
18,516
+3,352
+22% +$268K 0.03% 391
2024
Q3
$942K Buy
15,164
+2,664
+21% +$149K 0.02% 441
2024
Q2
$669K Sell
12,500
-84
-0.7% -$4.74K 0.01% 511
2024
Q1
$753K Buy
12,584
+1,180
+10% +$66.6K 0.02% 473
2023
Q4
$678K Buy
11,404
+943
+9% +$43.3K 0.02% 407
2023
Q3
$439K Sell
10,461
-540
-5% -$26.5K 0.01% 486
2023
Q2
$562K Sell
11,001
-215
-2% -$11.4K 0.02% 440
2023
Q1
$654K Buy
11,216
+297
+3% +$17.7K 0.02% 353
2022
Q4
$605K Buy
+10,919
New +$532K 0.02% 384

Other funds holding DOCU