Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,962
Closed -$319K 842
2024
Q2
$319K Sell
5,962
-31,989
-84% -$1.8M ﹤0.01% 669
2024
Q1
$2.26M Buy
37,951
+1,677
+5% +$94.7K 0.02% 351
2023
Q4
$2.16M Sell
36,274
-1,656
-4% -$76K 0.02% 351
2023
Q3
$1.59M Sell
37,930
-148
-0.4% -$7.25K 0.01% 382
2023
Q2
$1.95M Sell
38,078
-1,356
-3% -$71.8K 0.02% 367
2023
Q1
$2.3M Buy
39,434
+2,011
+5% +$120K 0.02% 321
2022
Q4
$2.07M Buy
37,423
+17,587
+89% +$856K 0.02% 332
2022
Q3
$1.06M Sell
19,836
-89
-0.4% -$5.58K 0.01% 454
2022
Q2
$1.14M Sell
19,925
-810
-4% -$65.6K 0.01% 454
2022
Q1
$2.22M Buy
+20,735
New +$2.38M 0.02% 368
2021
Q4
Sell
-1,333
Closed -$343K 929
2021
Q3
$343K Buy
1,333
+129
+11% +$37.2K ﹤0.01% 720
2021
Q2
$336K Buy
+1,204
New +$269K ﹤0.01% 719

Other funds holding DOCU