Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-8,204
Closed -$591K 1594
2025
Q3
$591K Buy
+8,204
New +$632K 0.09% 311
2025
Q2
Sell
-2,724
Closed -$222K 1624
2025
Q1
$222K Sell
2,724
-7,708
-74% -$675K 0.03% 803
2024
Q4
$938K Sell
10,432
-30,790
-75% -$2.46M 0.17% 162
2024
Q3
$2.56M Buy
41,222
+37,416
+983% +$2.1M 0.2% 465
2024
Q2
$204K Buy
+3,806
New +$215K 0.01% 2355
2024
Q1
Sell
-3,718
Closed -$210K 3160
2023
Q4
$221K Buy
+3,718
New +$171K 0.01% 2295
2023
Q3
Hold
0
3112
2023
Q2
Sell
-4,918
Closed -$260K 2952
2023
Q1
$287K Sell
4,918
-74,635
-94% -$4.45M 0.02% 1749
2022
Q4
$4.41M Buy
79,553
+51,859
+187% +$2.52M 0.63% 176
2022
Q3
$1.48M Buy
27,694
+16,494
+147% +$1.03M 0.21% 467
2022
Q2
$643K Buy
11,200
+5,211
+87% +$422K 0.11% 740
2022
Q1
$642K Buy
5,989
+685
+13% +$78.6K 0.09% 849
2021
Q4
$808K Buy
+5,304
New +$1.21M 0.16% 334
2021
Q3
Sell
-5,024
Closed -$1.45M 1689
2021
Q2
$1.41M Buy
+5,024
New +$1.12M 0.35% 327
2021
Q1
Hold
0
1123
2020
Q4
Sell
-2,239
Closed -$503K 1806
2020
Q3
$482K Buy
+2,239
New +$465K 0.07% 614
2020
Q2
Hold
0
1506
2020
Q1
Hold
0
1667
2019
Q4
Hold
0
2477
2019
Q3
Hold
0
2205
2019
Q2
Hold
0
2209
2019
Q1
Hold
0
1990

Other funds holding DOCU