Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$28.7K Buy
606
+398
+191% +$20.4K ﹤0.01% 890
2025
Q4
$14.2K Sell
208
-8
-4% -$553 ﹤0.01% 1080
2025
Q3
$15.6K Buy
+216
New +$16.6K ﹤0.01% 933
2025
Q2
Sell
-169
Closed -$13.8K 544
2025
Q1
$13.8K Sell
169
-30
-15% -$2.63K ﹤0.01% 850
2024
Q4
$17.9K Hold
199
﹤0.01% 825
2024
Q3
$12.4K Sell
199
-134
-40% -$7.51K ﹤0.01% 977
2024
Q2
$17.8K Hold
333
﹤0.01% 878
2024
Q1
$19.8K Sell
333
-48
-13% -$2.71K ﹤0.01% 878
2023
Q4
$22.6K Buy
381
+108
+40% +$4.95K ﹤0.01% 809
2023
Q3
$11.5K Hold
273
﹤0.01% 906
2023
Q2
$13.9K Sell
273
-17
-6% -$900 ﹤0.01% 859
2023
Q1
$16.9K Sell
290
-1,686
-85% -$101K ﹤0.01% 814
2022
Q4
$110K Sell
1,976
-312
-14% -$15.2K 0.02% 382
2022
Q3
$122K Sell
2,288
-23
-1% -$1.44K 0.03% 330
2022
Q2
$133K Sell
2,311
-164
-7% -$13.3K 0.03% 298
2022
Q1
$265K Sell
2,475
-535
-18% -$61.4K 0.05% 226
2021
Q4
$458K Buy
+3,010
New +$686K 0.1% 172

Other funds holding DOCU