Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$217K Buy
4,568
+2,425
+113% +$124K ﹤0.01% 1131
2025
Q4
$147K Buy
2,143
+158
+8% +$10.9K ﹤0.01% 1249
2025
Q3
$143K Sell
1,985
-720
-27% -$55.5K ﹤0.01% 1224
2025
Q2
$211K Sell
2,705
-2,059
-43% -$167K ﹤0.01% 992
2025
Q1
$388K Buy
4,764
+1,991
+72% +$174K 0.01% 680
2024
Q4
$249K Buy
2,773
+192
+7% +$15.3K 0.01% 835
2024
Q3
$160K Buy
2,581
+88
+4% +$4.93K ﹤0.01% 1023
2024
Q2
$133K Sell
2,493
-3,604
-59% -$203K ﹤0.01% 1043
2024
Q1
$363K Sell
6,097
-74
-1% -$4.18K 0.01% 637
2023
Q4
$367K Sell
6,171
-2,098
-25% -$96.2K 0.01% 587
2023
Q3
$347K Sell
8,269
-428
-5% -$21K 0.01% 575
2023
Q2
$444K Sell
8,697
-228
-3% -$12.1K 0.01% 499
2023
Q1
$520K Sell
8,925
-1,456
-14% -$86.8K 0.02% 452
2022
Q4
$575K Sell
10,381
-1,685
-14% -$82K 0.02% 370
2022
Q3
$645K Sell
12,066
-284
-2% -$17.8K 0.03% 327
2022
Q2
$709K Sell
12,350
-4,014
-25% -$325K 0.03% 308
2022
Q1
$1.77M Sell
16,364
-2,433
-13% -$279K 0.07% 183
2021
Q4
$2.86M Buy
18,797
+1,049
+6% +$239K 0.11% 138
2021
Q3
$4.57M Sell
17,748
-357
-2% -$103K 0.18% 92
2021
Q2
$5.06M Sell
18,105
-219
-1% -$49K 0.21% 75
2021
Q1
$3.71M Buy
18,324
+709
+4% +$164K 0.18% 93
2020
Q4
$3.92M Buy
17,615
+1,342
+8% +$301K 0.21% 81
2020
Q3
$3.5M Buy
16,273
+6,299
+63% +$1.31M 0.22% 72
2020
Q2
$1.72M Buy
9,974
+3,546
+55% +$447K 0.11% 139
2020
Q1
$593K Sell
6,428
-106
-2% -$8.52K 0.05% 213
2019
Q4
$484K Buy
6,534
+316
+5% +$21.7K 0.04% 293
2019
Q3
$385K Buy
6,218
+1,426
+30% +$74.7K 0.03% 320
2019
Q2
$238K Buy
4,792
+1,200
+33% +$64.1K 0.02% 395
2019
Q1
$186K Buy
3,592
+2,687
+297% +$137K 0.02% 425
2018
Q4
$36K Buy
905
+642
+244% +$27K 0.01% 874
2018
Q3
$14K Buy
+263
New +$14.9K ﹤0.01% 1296

Other funds holding DOCU