Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$535K Sell
11,287
-4,530
-29% -$232K 0.01% 703
2025
Q4
$1.08M Buy
15,817
+3,465
+28% +$240K 0.03% 465
2025
Q3
$890K Buy
12,352
+4,018
+48% +$310K 0.03% 523
2025
Q2
$649K Sell
8,334
-6,064
-42% -$491K 0.02% 613
2025
Q1
$1.17M Sell
14,398
-180
-1% -$15.8K 0.04% 395
2024
Q4
$1.31M Buy
14,578
+9,959
+216% +$795K 0.04% 379
2024
Q3
$287K Hold
4,619
0.01% 872
2024
Q2
$247K Hold
4,619
0.01% 880
2024
Q1
$275K Sell
4,619
-33
-0.7% -$1.86K 0.01% 854
2023
Q4
$277K Sell
4,652
-53
-1% -$2.43K 0.01% 875
2023
Q3
$198K Sell
4,705
-36
-0.8% -$1.76K 0.01% 990
2023
Q2
$242K Hold
4,741
0.01% 792
2023
Q1
$276K Hold
4,741
0.01% 791
2022
Q4
$263K Buy
4,741
+33
+0.7% +$1.61K 0.01% 828
2022
Q3
$252K Buy
4,708
+105
+2% +$6.58K 0.01% 875
2022
Q2
$264K Buy
4,603
+1,493
+48% +$121K 0.01% 844
2022
Q1
$333K Sell
3,110
-185
-6% -$21.2K 0.01% 778
2021
Q4
$502K Sell
3,295
-565
-15% -$129K 0.02% 631
2021
Q3
$994K Sell
3,860
-262
-6% -$75.5K 0.04% 432
2021
Q2
$1.15M Buy
4,122
+3,130
+316% +$700K 0.04% 435
2021
Q1
$201K Hold
992
0.01% 817
2020
Q4
$221K Hold
992
0.01% 715
2020
Q3
$214K Hold
992
0.01% 653
2020
Q2
$171K Buy
+992
New +$125K 0.01% 623

Other funds holding DOCU