Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,661
Closed -$211K 143
2022
Q2
$211K Sell
3,661
-5,250
-59% -$425K 0.05% 138
2022
Q1
$955K Buy
8,911
+5,735
+181% +$658K 0.19% 75
2021
Q4
$484K Buy
3,176
+230
+8% +$52.4K 0.1% 98
2021
Q3
$759K Buy
2,946
+1,535
+109% +$442K 0.18% 71
2021
Q2
$395K Buy
+1,411
New +$315K 0.1% 73
2021
Q1
Sell
-1,096
Closed -$244K 107
2020
Q4
$244K Buy
1,096
+11
+1% +$2.47K 0.08% 86
2020
Q3
$234K Sell
1,085
-100
-8% -$20.8K 0.08% 88
2020
Q2
$204K Buy
+1,185
New +$149K 0.08% 83

Other funds holding DOCU