Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$17.6K Buy
423
+369
+683% +$11.7K ﹤0.01% 851
2025
Q4
$1.26K Buy
54
+22
+69% +$506 ﹤0.01% 1076
2025
Q3
$734 Hold
32
﹤0.01% 914
2025
Q2
$848 Sell
32
-52
-62% -$1.51K ﹤0.01% 838
2025
Q1
$2.93K Sell
84
-31
-27% -$1.19K ﹤0.01% 785
2024
Q4
$4.62K Sell
115
-7
-6% -$327 ﹤0.01% 768
2024
Q3
$6.67K Hold
122
﹤0.01% 706
2024
Q2
$6.47K Hold
122
﹤0.01% 698
2024
Q1
$7.07K Buy
122
+7
+6% +$387 ﹤0.01% 666
2023
Q4
$6.31K Sell
115
-245
-68% -$12.5K ﹤0.01% 649
2023
Q3
$18.5K Buy
360
+3
+0.8% +$161 ﹤0.01% 495
2023
Q2
$19K Buy
357
+5
+1% +$266 ﹤0.01% 479
2023
Q1
$19.3K Sell
352
-1,419
-80% -$79.8K ﹤0.01% 477
2022
Q4
$89.3K Buy
1,771
+3
+0.2% +$147 0.01% 287
2022
Q3
$78K Buy
1,768
+232
+15% +$11.8K 0.01% 289
2022
Q2
$79K Sell
1,536
-66
-4% -$4.23K 0.01% 279
2022
Q1
$102K Buy
+1,602
New +$96.6K 0.01% 257
2021
Q4
Sell
-3,273
Closed -$188K 215
2021
Q3
$188K Buy
3,273
+31
+1% +$1.9K 0.02% 185
2021
Q2
$205K Buy
3,242
+1,339
+70% +$88.4K 0.02% 171
2021
Q1
$122K Buy
1,903
+1,785
+1,513% +$107K 0.01% 198
2020
Q4
$7K Hold
118
﹤0.01% 399
2020
Q3
$6K Sell
118
-248
-68% -$11.1K ﹤0.01% 404
2020
Q2
$15K Hold
366
﹤0.01% 329
2020
Q1
$11K Hold
366
﹤0.01% 360
2019
Q4
$20K Hold
366
﹤0.01% 329
2019
Q3
$17K Sell
366
-247
-40% -$11.6K ﹤0.01% 334
2019
Q2
$30K Buy
+613
New +$32.4K 0.01% 278

Other funds holding DOW