Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,773
Closed -$192K 556
2025
Q4
$192K Hold
2,773
0.01% 482
2025
Q3
$200K Sell
2,773
-30
-1% -$2.31K 0.01% 463
2025
Q2
$218K Buy
2,803
+467
+20% +$37.8K 0.01% 448
2025
Q1
$190K Buy
+2,336
New +$205K 0.01% 437
2023
Q3
Sell
-4,153
Closed -$211K 373
2023
Q2
$211K Hold
4,153
0.02% 368
2023
Q1
$242K Hold
4,153
0.03% 341
2022
Q4
$230K Hold
4,153
0.02% 341
2022
Q3
$222K Hold
4,153
0.03% 358
2022
Q2
$238K Hold
4,153
0.03% 359
2022
Q1
$445K Hold
4,153
0.04% 287
2021
Q4
$644K Buy
4,153
+481
+13% +$110K 0.04% 251
2021
Q3
$945K Buy
+3,672
New +$1.06M 0.06% 201

Other funds holding DOCU