SkyOak Wealth’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-930	Closed	-$200K	–	221
2020 Q3	$200K	Sell	930 -4,742	-84%	-$1.02M	0.07%	189
2020 Q2	$977K	Buy	5,672 +1,946	+52%	+$335K	0.36%	69
2020 Q1	$344K	Buy	+3,726	New	+$344K	0.18%	142