Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-26,384
Closed -$1.8M 1662
2025
Q4
$1.8M Buy
26,384
+19,473
+282% +$1.35M 0.04% 666
2025
Q3
$498K Buy
+6,911
New +$533K 0.01% 1258
2024
Q4
Sell
-47,957
Closed -$2.98M 1288
2024
Q3
$2.98M Buy
+47,957
New +$2.69M 0.18% 123
2024
Q2
Sell
-31,960
Closed -$1.9M 1505
2024
Q1
$1.9M Sell
31,960
-12,556
-28% -$709K 0.14% 179
2023
Q4
$2.65M Buy
+44,516
New +$2.04M 0.25% 89
2023
Q2
Sell
-3,987
Closed -$232K 1365
2023
Q1
$232K Sell
3,987
-33,244
-89% -$1.98M 0.03% 887
2022
Q4
$2.06M Buy
+37,231
New +$1.81M 0.3% 55
2021
Q1
Sell
-2,982
Closed -$674K 658
2020
Q4
$674K Buy
+2,982
New +$670K 0.28% 94

Other funds holding DOCU