Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,577
Closed -$213K 1217
2024
Q1
$213K Sell
3,577
-964
-21% -$54.4K 0.01% 1058
2023
Q4
$270K Sell
4,541
-1,465
-24% -$67.2K 0.01% 818
2023
Q3
$252K Sell
6,006
-1,303
-18% -$63.9K 0.01% 806
2023
Q2
$373K Sell
7,309
-953
-12% -$50.5K 0.02% 655
2023
Q1
$482K Sell
8,262
-144
-2% -$8.59K 0.02% 549
2022
Q4
$466K Sell
8,406
-3,711
-31% -$181K 0.03% 544
2022
Q3
$648K Sell
12,117
-2,766
-19% -$173K 0.04% 423
2022
Q2
$854K Sell
14,883
-151
-1% -$12.2K 0.05% 335
2022
Q1
$1.61M Sell
15,034
-1,011
-6% -$116K 0.07% 220
2021
Q4
$2.44M Buy
16,045
+523
+3% +$119K 0.11% 155
2021
Q3
$4M Buy
15,522
+552
+4% +$159K 0.19% 84
2021
Q2
$4.18M Buy
14,970
+1,120
+8% +$250K 0.2% 81
2021
Q1
$2.8M Buy
13,850
+6,024
+77% +$1.4M 0.16% 112
2020
Q4
$1.74M Buy
7,826
+619
+9% +$139K 0.15% 140
2020
Q3
$1.55M Buy
7,207
+1,380
+24% +$286K 0.15% 147
2020
Q2
$1M Buy
5,827
+1,566
+37% +$197K 0.09% 214
2020
Q1
$394K Buy
+4,261
New +$343K 0.05% 441

Other funds holding DOCU