Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$236K Sell
4,975
-1,540
-24% -$78.8K ﹤0.01% 554
2025
Q4
$446K Sell
6,515
-807
-11% -$55.8K ﹤0.01% 470
2025
Q3
$528K Buy
7,322
+850
+13% +$65.5K ﹤0.01% 439
2025
Q2
$504K Sell
6,472
-39,468
-86% -$3.19M ﹤0.01% 433
2025
Q1
$3.74M Buy
45,940
+1,858
+4% +$163K 0.02% 220
2024
Q4
$3.96M Buy
44,082
+3,928
+10% +$314K 0.02% 218
2024
Q3
$2.49M Sell
40,154
-2,368
-6% -$133K 0.01% 255
2024
Q2
$2.27M Buy
42,522
+373
+0.9% +$21K 0.01% 255
2024
Q1
$2.51M Buy
42,149
+3,282
+8% +$185K 0.01% 246
2023
Q4
$2.31M Buy
38,867
+2,870
+8% +$132K 0.01% 246
2023
Q3
$1.51M Buy
+35,997
New +$1.76M 0.01% 275

Other funds holding DOCU