Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,133
Closed -$418K 858
2025
Q1
$418K Buy
5,133
+453
+10% +$39.7K ﹤0.01% 1204
2024
Q4
$421K Sell
4,680
-423
-8% -$33.8K ﹤0.01% 1102
2024
Q3
$317K Buy
5,103
+183
+4% +$10.3K ﹤0.01% 1153
2024
Q2
$263K Buy
+4,920
New +$277K ﹤0.01% 1104
2023
Q4
Sell
-7,356
Closed -$309K 1155
2023
Q3
$309K Sell
7,356
-163,108
-96% -$8M 0.01% 913
2023
Q2
$8.71M Buy
170,464
+8,439
+5% +$447K 0.16% 129
2023
Q1
$9.45M Buy
162,025
+2,405
+2% +$143K 0.21% 95
2022
Q4
$8.85M Buy
159,620
+8,193
+5% +$399K 0.22% 95
2022
Q3
$8.1M Buy
151,427
+8,679
+6% +$544K 0.23% 84
2022
Q2
$8.19M Sell
142,748
-3,275
-2% -$265K 0.23% 83
2022
Q1
$15.6M Buy
146,023
+117,117
+405% +$13.4M 0.4% 59
2021
Q4
$4.4M Buy
28,906
+26,562
+1,133% +$6.06M 0.11% 163
2021
Q3
$603K Buy
2,344
+991
+73% +$286K 0.02% 421
2021
Q2
$390K Buy
1,353
+104
+8% +$23.3K 0.01% 461
2021
Q1
$253K Sell
1,249
-231
-16% -$53.6K 0.01% 508
2020
Q4
$329K Buy
1,480
+214
+17% +$48.1K 0.01% 415
2020
Q3
$280K Sell
1,266
-2,208
-64% -$458K 0.02% 355
2020
Q2
$660K Sell
3,474
-20,812
-86% -$2.62M 0.04% 241
2020
Q1
$2.52M Buy
24,286
+8,294
+52% +$667K 0.2% 95
2019
Q4
$1.18M Buy
15,992
+3,735
+30% +$257K 0.1% 160
2019
Q3
$802K Buy
12,257
+3,436
+39% +$180K 0.07% 208
2019
Q2
$430K Sell
8,821
-1,233
-12% -$65.8K 0.04% 303
2019
Q1
$521K Buy
10,054
+3,272
+48% +$167K 0.04% 262
2018
Q4
$356K Buy
+6,782
New +$285K 0.05% 266

Other funds holding DOCU