Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.67M Buy
56,354
+29,694
+111% +$1.52M 0.01% 516
2025
Q4
$1.82M Hold
26,660
0.01% 311
2025
Q3
$1.92M Buy
26,660
+7,673
+40% +$591K 0.02% 272
2025
Q2
$1.48M Buy
18,987
+1,670
+10% +$135K 0.01% 294
2025
Q1
$1.41M Hold
17,317
0.01% 288
2024
Q4
$1.56M Sell
17,317
-17,317
-50% -$1.38M 0.01% 317
2024
Q3
$2.15M Hold
34,634
0.02% 356
2024
Q2
$1.85M Sell
34,634
-537
-2% -$30.3K 0.02% 366
2024
Q1
$2.09M Buy
35,171
+1,771
+5% +$100K 0.02% 357
2023
Q4
$1.99M Hold
33,400
0.02% 382
2023
Q3
$1.4M Sell
33,400
-3,042
-8% -$149K 0.02% 435
2023
Q2
$1.86M Sell
36,442
-6,883
-16% -$365K 0.03% 400
2023
Q1
$2.53M Buy
43,325
+2,905
+7% +$173K 0.04% 335
2022
Q4
$2.24M Buy
+40,420
New +$1.97M 0.04% 351
2022
Q3
Sell
-9,333
Closed -$536K 497
2022
Q2
$536K Hold
9,333
0.01% 315
2022
Q1
$1M Sell
9,333
-6,392
-41% -$734K 0.02% 317
2021
Q4
$2.4M Buy
15,725
+1,725
+12% +$393K 0.05% 242
2021
Q3
$3.6M Buy
+14,000
New +$4.03M 0.08% 184

Other funds holding DOCU