Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-46,200
Closed -$1.94M 100
2023
Q3
$1.94M Sell
46,200
-5,000
-10% -$245K 0.12% 117
2023
Q2
$2.62M Hold
51,200
0.14% 91
2023
Q1
$2.98M Hold
51,200
0.17% 95
2022
Q4
$2.84M Hold
51,200
0.17% 118
2022
Q3
$2.74M Buy
51,200
+12,000
+31% +$752K 0.18% 126
2022
Q2
$2.25M Hold
39,200
0.17% 123
2022
Q1
$4.2M Hold
39,200
0.2% 123
2021
Q4
$5.97M Hold
39,200
0.26% 111
2021
Q3
$10.1M Buy
39,200
+3,200
+9% +$922K 0.52% 73
2021
Q2
$10.1M Buy
36,000
+18,000
+100% +$4.02M 0.51% 67
2021
Q1
$3.64M Hold
18,000
0.24% 81
2020
Q4
$4M Hold
18,000
0.29% 72
2020
Q3
$3.87M Sell
18,000
-48,000
-73% -$9.96M 0.32% 62
2020
Q2
$11.4M Buy
66,000
+11,000
+20% +$1.39M 0.79% 22
2020
Q1
$5.08M Buy
+55,000
New +$4.42M 0.54% 39

Other funds holding DOCU