Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.47K Hold
31
﹤0.01% 2372
2025
Q4
$2.12K Hold
31
﹤0.01% 2406
2025
Q3
$2.23K Buy
31
+15
+94% +$1.16K ﹤0.01% 2398
2025
Q2
$1K Sell
16
-50
-76% -$4.04K ﹤0.01% 2370
2025
Q1
$5K Buy
+66
New +$5.78K ﹤0.01% 1856
2024
Q4
Sell
-66
Closed -$4K 1464
2024
Q3
$4K Hold
66
﹤0.01% 1919
2024
Q2
$3K Hold
66
﹤0.01% 1929
2024
Q1
$3K Sell
66
-230
-78% -$13K ﹤0.01% 1937
2023
Q4
$17K Hold
296
﹤0.01% 1537
2023
Q3
$12K Buy
+296
New +$14.5K ﹤0.01% 1643

Other funds holding DOCU