Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,996
Closed -$1.06M 449
2024
Q3
$1.06M Sell
16,996
-14,578
-46% -$817K 0.08% 196
2024
Q2
$1.69M Sell
31,574
-61,496
-66% -$3.47M 0.1% 158
2024
Q1
$5.54M Buy
93,070
+63,466
+214% +$3.58M 0.28% 94
2023
Q4
$1.76M Buy
+29,604
New +$1.36M 0.11% 220
2022
Q3
Sell
-79,567
Closed -$4.57M 2029
2022
Q2
$4.57M Buy
79,567
+60,243
+312% +$4.88M 0.3% 160
2022
Q1
$2.07M Buy
19,324
+16,895
+696% +$1.94M 0.19% 320
2021
Q4
$370K Sell
2,429
-11,622
-83% -$2.65M 0.03% 855
2021
Q3
$3.62M Buy
14,051
+7,523
+115% +$2.17M 0.28% 215
2021
Q2
$1.82M Sell
6,528
-2,562
-28% -$573K 0.13% 460
2021
Q1
$1.84M Sell
9,090
-28,981
-76% -$6.72M 0.15% 424
2020
Q4
$8.46M Buy
+38,071
New +$8.55M 0.72% 28
2020
Q3
Sell
-767
Closed -$132K 1265
2020
Q2
$132K Buy
+767
New +$96.7K 0.02% 581
2019
Q3
Sell
-6,153
Closed -$306K 1083
2019
Q2
$306K Buy
+6,153
New +$329K 0.08% 216

Other funds holding DOCU