Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-73,955
Closed -$4.31M 236
2023
Q1
$4.31M Sell
73,955
-8,304
-10% -$495K 0.77% 40
2022
Q4
$4.56M Buy
82,259
+15,599
+23% +$759K 0.87% 34
2022
Q3
$3.56M Sell
66,660
-4,204
-6% -$264K 0.68% 44
2022
Q2
$4.07M Sell
70,864
-6,368
-8% -$516K 0.72% 38
2022
Q1
$8.27M Buy
+77,232
New +$8.86M 1.15% 18
2021
Q4
Sell
-36,506
Closed -$9.4M 270
2021
Q3
$9.4M Buy
36,506
+34,527
+1,745% +$9.95M 1.22% 22
2021
Q2
$553K Buy
+1,979
New +$443K 0.08% 213

Other funds holding DOCU