Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$5.88K Buy
86
+76
+760% +$5.26K ﹤0.01% 1170
2025
Q3
$720 Sell
10
-61
-86% -$4.7K ﹤0.01% 1432
2025
Q2
$5.49K Buy
+71
New +$5.74K ﹤0.01% 1032
2025
Q1
Sell
-10
Closed -$899 1456
2024
Q4
$899 Hold
10
﹤0.01% 1140
2024
Q3
$620 Sell
10
-121
-92% -$6.78K ﹤0.01% 1039
2024
Q2
$7.22K Buy
+131
New +$7.39K ﹤0.01% 1311
2024
Q1
Sell
-277
Closed -$16.5K 669
2023
Q4
$16.5K Buy
277
+121
+78% +$5.55K ﹤0.01% 694
2023
Q3
$6.55K Sell
156
-732
-82% -$35.9K ﹤0.01% 902
2023
Q2
$45.2K Buy
+888
New +$47K 0.01% 686

Other funds holding DOCU