Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$225K Sell
4,751
-60
-1% -$3.07K ﹤0.01% 1450
2025
Q4
$329K Buy
4,811
+8
+0.2% +$553 ﹤0.01% 1281
2025
Q3
$346K Sell
4,803
-14,857
-76% -$1.14M ﹤0.01% 1271
2025
Q2
$1.53M Buy
19,660
+6,370
+48% +$515K 0.01% 773
2025
Q1
$1.08M Sell
13,290
-278
-2% -$24.4K ﹤0.01% 835
2024
Q4
$1.22M Sell
13,568
-4,327
-24% -$346K ﹤0.01% 795
2024
Q3
$1.11M Buy
+17,895
New +$1M ﹤0.01% 871
2022
Q2
Sell
-11,425
Closed -$1.22M 2103
2022
Q1
$1.22M Sell
11,425
-101,478
-90% -$11.6M ﹤0.01% 928
2021
Q4
$17.2M Buy
112,903
+35,878
+47% +$8.18M 0.06% 326
2021
Q3
$19.8M Sell
77,025
-53,595
-41% -$15.4M 0.07% 294
2021
Q2
$36.5M Buy
130,620
+47,261
+57% +$10.6M 0.13% 188
2021
Q1
$16.9M Buy
83,359
+1,371
+2% +$318K 0.06% 304
2020
Q4
$18.2M Sell
81,988
-3,016
-4% -$677K 0.07% 291
2020
Q3
$18.3M Buy
85,004
+78,977
+1,310% +$16.4M 0.08% 273
2020
Q2
$1.04M Buy
6,027
+878
+17% +$111K ﹤0.01% 872
2020
Q1
$475K Buy
+5,149
New +$414K ﹤0.01% 1174
2019
Q3
Hold
0
2094
2019
Q2
Sell
-3,526
Closed -$188K 2130
2019
Q1
$182K Buy
+3,526
New +$180K ﹤0.01% 1700

Other funds holding DOCU