Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-14,800
Closed -$1.01M 1564
2025
Q4
$1.01M Sell
14,800
-354
-2% -$24.5K 0.01% 806
2025
Q3
$1.09M Buy
+15,154
New +$1.17M 0.01% 840
2025
Q2
Sell
-11,986
Closed -$976K 1503
2025
Q1
$976K Buy
11,986
+1,428
+14% +$125K 0.01% 630
2024
Q4
$950K Buy
10,558
+6,832
+183% +$546K 0.01% 784
2024
Q3
$231K Buy
+3,726
New +$209K ﹤0.01% 1290
2022
Q1
Sell
-4,306
Closed -$656K 1139
2021
Q4
$656K Buy
4,306
+506
+13% +$115K 0.01% 602
2021
Q3
$978K Buy
3,800
+537
+16% +$155K 0.02% 423
2021
Q2
$912K Buy
3,263
+1,024
+46% +$229K 0.02% 426
2021
Q1
$453K Buy
+2,239
New +$519K 0.01% 619

Other funds holding DOCU