Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$494K Buy
11,861
+656
+6% +$20.8K 0.02% 244
2025
Q4
$262K Buy
11,205
+183
+2% +$4.21K 0.01% 349
2025
Q3
$253K Sell
11,022
-42
-0.4% -$1.05K 0.01% 340
2025
Q2
$293K Sell
11,064
-22
-0.2% -$640 0.02% 291
2025
Q1
$387K Buy
11,086
+12
+0.1% +$461 0.02% 221
2024
Q4
$444K Sell
11,074
-722
-6% -$33.7K 0.02% 213
2024
Q3
$644K Sell
11,796
-242
-2% -$12.8K 0.04% 168
2024
Q2
$639K Sell
12,038
-374
-3% -$21.4K 0.04% 150
2024
Q1
$719K Buy
12,412
+2,082
+20% +$115K 0.05% 139
2023
Q4
$566K Sell
10,330
-285
-3% -$14.6K 0.04% 150
2023
Q3
$547K Buy
10,615
+196
+2% +$10.5K 0.04% 147
2023
Q2
$555K Buy
10,419
+1,137
+12% +$60.4K 0.05% 147
2023
Q1
$509K Buy
9,282
+1,989
+27% +$112K 0.05% 150
2022
Q4
$414K Sell
7,293
-8
-0.1% -$391 0.04% 119
2022
Q3
$321K Sell
7,301
-112
-2% -$5.68K 0.03% 159
2022
Q2
$383K Buy
7,413
+2
+0% +$128 0.04% 151
2022
Q1
$472K Buy
7,411
+118
+2% +$7.12K 0.04% 113
2021
Q4
$414K Buy
7,293
+95
+1% +$5.42K 0.04% 119
2021
Q3
$414K Hold
7,198
0.05% 109
2021
Q2
$451K Sell
7,198
-1
-0% -$66 0.05% 103
2021
Q1
$460K Buy
7,199
+12
+0.2% +$718 0.06% 94
2020
Q4
$423K Buy
7,187
+282
+4% +$14.6K 0.06% 95
2020
Q3
$325K Hold
6,905
0.06% 89
2020
Q2
$281K Buy
6,905
+23
+0.3% +$842 0.06% 93
2020
Q1
$201K Buy
+6,882
New +$293K 0.05% 99

Other funds holding DOW