Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-213
Closed -$16.6K 457
2025
Q2
$16.6K Sell
213
-87
-29% -$7.04K ﹤0.01% 527
2025
Q1
$24.4K Buy
300
+145
+94% +$12.7K ﹤0.01% 321
2024
Q4
$13.9K Buy
155
+2
+1% +$160 ﹤0.01% 245
2024
Q3
$9.5K Hold
153
﹤0.01% 222
2024
Q2
$8.19K Hold
153
﹤0.01% 240
2024
Q1
$9.11K Hold
153
﹤0.01% 257
2023
Q4
$9.1K Hold
153
﹤0.01% 279
2023
Q3
$6.43K Sell
153
-5
-3% -$245 ﹤0.01% 351
2023
Q2
$8.07K Hold
158
﹤0.01% 361
2023
Q1
$9.21K Hold
158
﹤0.01% 362
2022
Q4
$8.76K Buy
158
+58
+58% +$2.82K ﹤0.01% 305
2022
Q3
$5K Hold
100
﹤0.01% 301
2022
Q2
$6K Buy
+100
New +$8.1K ﹤0.01% 271
2021
Q4
Sell
-110
Closed -$28K 368
2021
Q3
$28K Hold
110
﹤0.01% 214
2021
Q2
$31K Hold
110
﹤0.01% 212
2021
Q1
$22K Sell
110
-10
-8% -$2.32K ﹤0.01% 196
2020
Q4
$27K Buy
120
+50
+71% +$11.2K ﹤0.01% 194
2020
Q3
$15K Hold
70
﹤0.01% 207
2020
Q2
$12K Buy
+70
New +$8.82K ﹤0.01% 218

Other funds holding DOCU