Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-10,635
Closed -$828K 412
2025
Q2
$828K Buy
10,635
+2,481
+30% +$201K 0.01% 261
2025
Q1
$664K Buy
8,154
+4,856
+147% +$425K 0.01% 288
2024
Q4
$297K Buy
+3,298
New +$263K ﹤0.01% 373
2024
Q3
Sell
-35,898
Closed -$1.92M 435
2024
Q2
$1.92M Buy
35,898
+1,054
+3% +$59.4K 0.02% 218
2024
Q1
$2.07M Buy
34,844
+2,304
+7% +$130K 0.02% 214
2023
Q4
$1.93M Buy
32,540
+16,767
+106% +$769K 0.02% 209
2023
Q3
$662K Buy
15,773
+9,461
+150% +$464K 0.01% 329
2023
Q2
$322K Buy
+6,312
New +$334K ﹤0.01% 417

Other funds holding DOCU