Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-15,323
Closed -$820K 96
2024
Q2
$820K Buy
15,323
+1,530
+11% +$86.3K 0.1% 98
2024
Q1
$821K Buy
13,793
+7,803
+130% +$441K 0.07% 153
2023
Q4
$356K Buy
5,990
+1,016
+20% +$46.6K 0.04% 113
2023
Q3
$209K Sell
4,974
-3,671
-42% -$180K 0.02% 127
2023
Q2
$442K Buy
8,645
+1,810
+26% +$95.9K 0.08% 108
2023
Q1
$398K Buy
+6,835
New +$408K 0.05% 122
2022
Q3
Sell
-6,416
Closed -$368K 166
2022
Q2
$368K Buy
6,416
+4,220
+192% +$342K 0.07% 121
2022
Q1
$235K Buy
2,196
+367
+20% +$42.1K 0.04% 125
2021
Q4
$279K Sell
1,829
-13,401
-88% -$3.06M 0.05% 108
2021
Q3
$3.92M Buy
15,230
+11,374
+295% +$3.28M 0.47% 60
2021
Q2
$1.08M Buy
+3,856
New +$862K 0.13% 95

Other funds holding DOCU