Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,564
Closed -$290K 782
2025
Q1
$290K Buy
3,564
+781
+28% +$68.4K 0.01% 675
2024
Q4
$250K Sell
2,783
-826
-23% -$66K 0.01% 707
2024
Q3
$224K Buy
+3,609
New +$202K 0.01% 715
2024
Q2
Sell
-3,392
Closed -$202K 767
2024
Q1
$202K Sell
3,392
-115
-3% -$6.49K 0.01% 719
2023
Q4
$208K Buy
+3,507
New +$161K 0.01% 700
2023
Q2
Sell
-3,657
Closed -$213K 726
2023
Q1
$213K Buy
+3,657
New +$218K 0.01% 624

Other funds holding DOCU