Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-24,534
Closed -$1.36M 797
2022
Q4
$1.36M Sell
24,534
-4,746
-16% -$231K 0.01% 405
2022
Q3
$1.57M Buy
29,280
+3,370
+13% +$211K 0.01% 382
2022
Q2
$1.49M Buy
25,910
+5,317
+26% +$430K 0.01% 405
2022
Q1
$2.21M Buy
20,593
+14,033
+214% +$1.61M 0.01% 376
2021
Q4
$999K Sell
6,560
-194
-3% -$44.2K 0.01% 525
2021
Q3
$1.74M Sell
6,754
-866
-11% -$250K 0.01% 421
2021
Q2
$2.13M Sell
7,620
-19,213
-72% -$4.3M 0.02% 379
2021
Q1
$5.43M Buy
26,833
+1,250
+5% +$290K 0.05% 221
2020
Q4
$5.69M Buy
25,583
+5,020
+24% +$1.13M 0.05% 192
2020
Q3
$4.43M Buy
20,563
+11,055
+116% +$2.29M 0.05% 200
2020
Q2
$1.64M Sell
9,508
-1,956
-17% -$247K 0.02% 285
2020
Q1
$1.06M Buy
11,464
+927
+9% +$74.5K 0.01% 326
2019
Q4
$781K Sell
10,537
-6,565
-38% -$451K 0.01% 436
2019
Q3
$1.06M Sell
17,102
-14,035
-45% -$735K 0.01% 378
2019
Q2
$1.55M Buy
31,137
+1,211
+4% +$64.7K 0.02% 328
2019
Q1
$1.55M Sell
29,926
-633
-2% -$32.3K 0.02% 320
2018
Q4
$1.23M Buy
30,559
+5,664
+23% +$238K 0.02% 331
2018
Q3
$1.31M Buy
+24,895
New +$1.41M 0.02% 354

Other funds holding DOCU