Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$241K Buy
5,075
+1,750
+53% +$89.5K ﹤0.01% 796
2025
Q4
$227K Buy
3,325
+247
+8% +$17.1K ﹤0.01% 804
2025
Q3
$222K Sell
3,078
-43
-1% -$3.31K ﹤0.01% 766
2025
Q2
$243K Buy
3,121
+95
+3% +$7.68K ﹤0.01% 642
2025
Q1
$246K Buy
3,026
+165
+6% +$14.5K ﹤0.01% 563
2024
Q4
$257K Buy
+2,861
New +$228K 0.01% 548
2022
Q2
Sell
-2,014
Closed -$216K 453
2022
Q1
$216K Buy
2,014
+180
+10% +$20.7K 0.01% 431
2021
Q4
$279K Buy
1,834
+275
+18% +$62.7K 0.01% 379
2021
Q3
$401K Buy
1,559
+740
+90% +$213K 0.02% 320
2021
Q2
$229K Buy
+819
New +$183K 0.01% 344
2020
Q3
Sell
-5,155
Closed -$888K 364
2020
Q2
$888K Buy
+5,155
New +$650K 0.07% 187
2019
Q4
Sell
-57,974
Closed -$3.59M 303
2019
Q3
$3.59M Sell
57,974
-38,951
-40% -$2.04M 0.25% 82
2019
Q2
$4.82M Buy
96,925
+21,000
+28% +$1.12M 0.36% 62
2019
Q1
$3.94M Buy
+75,925
New +$3.87M 0.32% 67
2018
Q4
Sell
-179,001
Closed -$9.41M 154
2018
Q3
$9.41M Buy
179,001
+55,801
+45% +$3.16M 0.85% 30
2018
Q2
$6.52M Buy
+123,200
New +$6.22M 0.62% 35

Other funds holding DOCU