Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.79M Buy
206,514
+6,626
+3% +$339K 0.49% 37
2025
Q4
$13.7M Buy
199,888
+5,309
+3% +$367K 0.68% 31
2025
Q3
$14M Buy
194,579
+100,934
+108% +$7.78M 0.75% 29
2025
Q2
$7.29M Buy
93,645
+3,585
+4% +$290K 0.48% 40
2025
Q1
$7.33M Sell
90,060
-9,840
-10% -$862K 0.6% 41
2024
Q4
$8.99M Hold
99,900
0.81% 24
2024
Q3
$6.2M Hold
99,900
0.55% 38
2024
Q2
$5.34M Hold
99,900
0.49% 40
2024
Q1
$5.95M Sell
99,900
-550,321
-85% -$31.1M 0.56% 34
2023
Q4
$38.7M Buy
650,221
+550,221
+550% +$25.2M 1.63% 14
2023
Q3
$4.2M Buy
+100,000
New +$4.9M 0.52% 36

Other funds holding DOCU