Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Hold
0
3771
2024
Q2
Sell
-55,915
Closed -$3.15M 3909
2024
Q1
$3.33M Buy
55,915
+42,769
+325% +$2.41M 0.16% 1078
2023
Q4
$782K Buy
13,146
+1,456
+12% +$66.8K 0.03% 2289
2023
Q3
$491K Buy
+11,690
New +$573K 0.02% 2404
2023
Q2
Sell
-14,636
Closed -$775K 4258
2023
Q1
$853K Buy
+14,636
New +$873K 0.05% 1968
2022
Q4
Hold
0
4726
2022
Q3
Hold
0
5309
2022
Q2
Hold
0
6310
2022
Q1
Hold
0
5518
2021
Q4
Sell
-4
Closed -$912 5392
2021
Q3
$1K Buy
+4
New +$1.15K ﹤0.01% 4981
2021
Q2
Hold
0
5397
2021
Q1
Sell
-145,090
Closed -$33.6M 5103
2020
Q4
$32.3M Buy
145,090
+120,508
+490% +$27.1M 0.61% 256
2020
Q3
$5.29M Buy
+24,582
New +$5.1M 0.14% 923
2020
Q2
Hold
0
4581
2020
Q1
Hold
0
4175
2019
Q4
Hold
0
3660
2019
Q3
Sell
-64,394
Closed -$3.37M 3980
2019
Q2
$3.2M Buy
+64,394
New +$3.44M 0.13% 972
2019
Q1
Hold
0
4099
2018
Q4
Hold
0
4288

Other funds holding DOCU