Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$35.5K Buy
737
+147
+25% +$7.52K ﹤0.01% 1448
2025
Q4
$40.4K Buy
590
+70
+13% +$4.84K ﹤0.01% 1241
2025
Q3
$35.8K Buy
520
+130
+33% +$10K ﹤0.01% 1270
2025
Q2
$30.2K Hold
390
﹤0.01% 1232
2025
Q1
$32.3K Sell
390
-167
-30% -$14.6K ﹤0.01% 1171
2024
Q4
$50.1K Buy
557
+143
+35% +$11.4K ﹤0.01% 1081
2024
Q3
$25.4K Sell
414
-195
-32% -$10.9K ﹤0.01% 1194
2024
Q2
$33.6K Sell
609
-672
-52% -$37.9K ﹤0.01% 1112
2024
Q1
$96.7K Buy
1,281
+1,026
+402% +$57.9K ﹤0.01% 907
2023
Q4
$15K Sell
255
-155
-38% -$7.11K ﹤0.01% 1175
2023
Q3
$17.9K Hold
410
﹤0.01% 1112
2023
Q2
$21.8K Sell
410
-274
-40% -$14.5K ﹤0.01% 1104
2023
Q1
$40.8K Sell
684
-32,280
-98% -$1.93M ﹤0.01% 951
2022
Q4
$2.54M Buy
32,964
+28,801
+692% +$1.4M 0.03% 273
2022
Q3
$226K Sell
4,163
-189
-4% -$11.8K ﹤0.01% 648
2022
Q2
$271K Buy
4,352
+3,694
+561% +$299K ﹤0.01% 641
2022
Q1
$73.2K Sell
658
-467
-42% -$53.6K ﹤0.01% 914
2021
Q4
$176K Buy
+1,125
New +$256K ﹤0.01% 775

Other funds holding DOCU