Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,416
Closed -$183K 167
2024
Q2
$183K Sell
3,416
-7,040
-67% -$397K 0.01% 104
2024
Q1
$623K Hold
10,456
0.06% 32
2023
Q4
$622K Sell
10,456
-2,490
-19% -$114K 0.05% 72
2023
Q3
$544K Buy
12,946
+4,858
+60% +$238K 0.06% 54
2023
Q2
$413K Sell
8,088
-8,364
-51% -$443K ﹤0.01% 83
2023
Q1
$959K Sell
16,452
-2,541
-13% -$152K 0.02% 53
2022
Q4
$1.05M Sell
18,993
-13,164
-41% -$641K 0.02% 108
2022
Q3
$1.72M Buy
32,157
+350
+1% +$21.9K 0.03% 69
2022
Q2
$1.82M Buy
31,807
+23,109
+266% +$1.87M 0.04% 49
2022
Q1
$932K Buy
+8,698
New +$998K 0.02% 89
2021
Q4
Sell
-4,288
Closed -$978K 213
2021
Q3
$1.1M Sell
4,288
-9,735
-69% -$2.8M 0.01% 219
2021
Q2
$3.92M Sell
14,023
-123,435
-90% -$27.6M 0.04% 186
2021
Q1
$27.8M Buy
137,458
+78,503
+133% +$18.2M 0.24% 92
2020
Q4
$13.1M Buy
58,955
+26,434
+81% +$5.94M 0.1% 146
2020
Q3
$7M Sell
32,521
-37,644
-54% -$7.81M 0.07% 177
2020
Q2
$12.1M Buy
+70,165
New +$8.84M 0.11% 142
2019
Q4
Sell
-63,225
Closed -$3.92M 502
2019
Q3
$3.92M Buy
+63,225
New +$3.31M 0.05% 195

Other funds holding DOCU