Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$266K Buy
5,621
+4,400
+360% +$225K ﹤0.01% 855
2025
Q4
$83.5K Buy
1,221
+49
+4% +$3.39K ﹤0.01% 1394
2025
Q3
$84.5K Sell
1,172
-87
-7% -$6.71K ﹤0.01% 1378
2025
Q2
$98.1K Sell
1,259
-305
-20% -$24.7K ﹤0.01% 1246
2025
Q1
$127K Sell
1,564
-122
-7% -$10.7K ﹤0.01% 1096
2024
Q4
$152K Buy
1,686
+183
+12% +$14.6K ﹤0.01% 1006
2024
Q3
$93.3K Sell
1,503
-116
-7% -$6.5K ﹤0.01% 1248
2024
Q2
$86.6K Sell
1,619
-130
-7% -$7.33K ﹤0.01% 1241
2024
Q1
$104K Buy
1,749
+331
+23% +$18.7K ﹤0.01% 1157
2023
Q4
$84.3K Sell
1,418
-882
-38% -$40.5K ﹤0.01% 1201
2023
Q3
$96.6K Sell
2,300
-327
-12% -$16K ﹤0.01% 1073
2023
Q2
$134K Sell
2,627
-1,476
-36% -$78.2K ﹤0.01% 909
2023
Q1
$239K Sell
4,103
-824
-17% -$49.1K 0.01% 661
2022
Q4
$273K Buy
4,927
+1,203
+32% +$58.6K 0.01% 596
2022
Q3
$199K Buy
3,724
+145
+4% +$9.09K 0.01% 678
2022
Q2
$205K Buy
3,579
+755
+27% +$61.1K 0.01% 693
2022
Q1
$303K Buy
2,824
+832
+42% +$95.5K 0.01% 577
2021
Q4
$303K Sell
1,992
-873
-30% -$199K 0.01% 567
2021
Q3
$738K Buy
2,865
+30
+1% +$8.64K 0.03% 260
2021
Q2
$793K Buy
2,835
+29
+1% +$6.48K 0.03% 244
2021
Q1
$568K Buy
2,806
+172
+7% +$39.9K 0.03% 283
2020
Q4
$586K Buy
2,634
+524
+25% +$118K 0.03% 229
2020
Q3
$454K Buy
2,110
+434
+26% +$90.1K 0.02% 257
2020
Q2
$289K Buy
1,676
+231
+16% +$29.1K 0.02% 351
2020
Q1
$134K Buy
1,445
+1,303
+918% +$105K 0.01% 533
2019
Q4
$11K Sell
142
-101
-42% -$6.94K ﹤0.01% 1443
2019
Q3
$15K Buy
+243
New +$12.7K ﹤0.01% 1317
2018
Q3
Sell
-1,500
Closed -$79K 1927
2018
Q2
$79K Buy
+1,500
New +$75.7K 0.01% 694

Other funds holding DOCU