Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,252
Closed -$77.7K 478
2024
Q3
$77.7K Buy
+1,252
New +$70.2K 0.01% 448
2024
Q2
Sell
-34,844
Closed -$2.07M 464
2024
Q1
$2.07M Buy
34,844
+2,304
+7% +$130K 0.16% 144
2023
Q4
$1.93M Buy
32,540
+16,288
+100% +$747K 0.16% 146
2023
Q3
$683K Buy
16,252
+9,461
+139% +$464K 0.05% 274
2023
Q2
$347K Sell
6,791
-8,541
-56% -$452K 0.02% 332
2023
Q1
$894K Sell
15,332
-4,322
-22% -$258K 0.01% 670
2022
Q4
$1.09M Sell
19,654
-35,978
-65% -$1.75M 0.02% 602
2022
Q3
$2.97M Buy
55,632
+36,353
+189% +$2.28M 0.05% 428
2022
Q2
$1.11M Sell
19,279
-18,971
-50% -$1.54M 0.01% 650
2022
Q1
$4.1M Buy
38,250
+304
+0.8% +$34.9K 0.05% 416
2021
Q4
$5.78M Buy
37,946
+1,337
+4% +$305K 0.06% 377
2021
Q3
$9.42M Sell
36,609
-1,482
-4% -$427K 0.1% 268
2021
Q2
$10.6M Buy
38,091
+12,294
+48% +$2.75M 0.11% 261
2021
Q1
$5.22M Sell
25,797
-3,015
-10% -$699K 0.06% 399
2020
Q4
$6.4M Sell
28,812
-10,290
-26% -$2.31M 0.07% 349
2020
Q3
$8.42M Sell
39,102
-11,362
-23% -$2.36M 0.11% 230
2020
Q2
$8.69M Buy
50,464
+41,060
+437% +$5.17M 0.13% 202
2020
Q1
$869K Buy
9,404
+1,190
+14% +$95.7K 0.02% 619
2019
Q4
$609K Hold
8,214
0.01% 783
2019
Q3
$509K Hold
8,214
0.01% 786
2019
Q2
$408K Buy
+8,214
New +$439K 0.01% 681
2018
Q3
Sell
-3,645
Closed -$193K 713
2018
Q2
$193K Buy
+3,645
New +$184K ﹤0.01% 697

Other funds holding DOCU