Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,190
Closed -$355K 179
2022
Q2
$355K Sell
6,190
-4,500
-42% -$364K 0.09% 121
2022
Q1
$1.15M Buy
10,690
+2,580
+32% +$296K 0.25% 85
2021
Q4
$1.24M Buy
8,110
+3,010
+59% +$686K 0.25% 91
2021
Q3
$1.31M Sell
5,100
-1,330
-21% -$383K 0.3% 89
2021
Q2
$1.8M Buy
6,430
+450
+8% +$101K 0.37% 81
2021
Q1
$1.21M Buy
5,980
+730
+14% +$169K 0.28% 97
2020
Q4
$1.17M Buy
5,250
+150
+3% +$33.7K 0.25% 97
2020
Q3
$1.1M Sell
5,100
-1,260
-20% -$262K 0.26% 94
2020
Q2
$1.09M Sell
6,360
-2,340
-27% -$295K 0.28% 89
2020
Q1
$804K Buy
8,700
+1,000
+13% +$80.4K 0.21% 88
2019
Q4
$571K Buy
7,700
+1,450
+23% +$99.6K 0.13% 98
2019
Q3
$387K Buy
+6,250
New +$327K 0.1% 107

Other funds holding DOCU