Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$210K Buy
4,425
+2,928
+196% +$150K 0.01% 1255
2025
Q4
$102K Sell
1,497
-7,803
-84% -$540K ﹤0.01% 1483
2025
Q3
$670K Sell
9,300
-3,092
-25% -$238K 0.02% 708
2025
Q2
$965K Buy
12,392
+6,578
+113% +$532K 0.03% 498
2025
Q1
$473K Buy
5,814
+5,034
+645% +$441K 0.02% 779
2024
Q4
$70.2K Buy
780
+696
+829% +$55.6K ﹤0.01% 1234
2024
Q3
$5.22K Buy
84
+3
+4% +$168 ﹤0.01% 2307
2024
Q2
$4.33K Hold
81
﹤0.01% 2332
2024
Q1
$4.82K Buy
81
+61
+305% +$3.44K ﹤0.01% 2325
2023
Q4
$1.19K Sell
20
-136
-87% -$6.24K ﹤0.01% 2538
2023
Q3
$6.55K Sell
156
-244
-61% -$12K ﹤0.01% 2103
2023
Q2
$20.4K Sell
400
-318
-44% -$16.8K ﹤0.01% 1708
2023
Q1
$41.9K Sell
718
-202
-22% -$12K ﹤0.01% 1340
2022
Q4
$51K Buy
920
+616
+203% +$30K 0.01% 1157
2022
Q3
$16K Sell
304
-60
-16% -$3.76K ﹤0.01% 1648
2022
Q2
$21K Sell
364
-478
-57% -$38.7K ﹤0.01% 1281
2022
Q1
$90K Buy
842
+481
+133% +$55.2K 0.01% 706
2021
Q4
$55K Sell
361
-267
-43% -$60.9K 0.01% 888
2021
Q3
$162K Buy
628
+57
+10% +$16.4K 0.02% 457
2021
Q2
$160K Buy
571
+8
+1% +$1.79K 0.02% 450
2021
Q1
$114K Buy
563
+139
+33% +$32.2K 0.02% 531
2020
Q4
$94K Sell
424
-46
-10% -$10.3K 0.02% 530
2020
Q3
$101K Buy
470
+278
+145% +$57.7K 0.02% 420
2020
Q2
$33K Buy
192
+130
+210% +$16.4K 0.01% 872
2020
Q1
$5K Buy
62
+59
+1,967% +$4.75K ﹤0.01% 1637
2019
Q4
$0 Buy
+3
New +$206 ﹤0.01% 2429

Other funds holding DOCU