Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$19.2M Sell
461,134
-47,786
-9% -$1.52M 0.05% 298
2025
Q4
$11.9M Buy
508,920
+4,900
+1% +$113K 0.03% 410
2025
Q3
$11.6M Buy
504,020
+54,295
+12% +$1.35M 0.03% 394
2025
Q2
$11.9M Buy
449,725
+76,212
+20% +$2.22M 0.03% 402
2025
Q1
$13M Sell
373,513
-83,930
-18% -$3.22M 0.04% 348
2024
Q4
$18.4M Buy
457,443
+94,830
+26% +$4.42M 0.05% 292
2024
Q3
$19.8M Buy
362,613
+16,700
+5% +$882K 0.07% 253
2024
Q2
$18.4M Buy
345,913
+2,800
+0.8% +$160K 0.07% 245
2024
Q1
$19.9M Buy
+343,113
New +$19M 0.06% 271

Other funds holding DOW