Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,626
Closed -$266K 335
2025
Q1
$266K Sell
7,626
-51,359
-87% -$1.97M 0.02% 296
2024
Q4
$2.37M Sell
58,985
-6,781
-10% -$316K 0.17% 123
2024
Q3
$3.59M Buy
65,766
+2,590
+4% +$137K 0.26% 93
2024
Q2
$3.35M Buy
63,176
+1,001
+2% +$57.2K 0.25% 93
2024
Q1
$3.6M Buy
62,175
+545
+0.9% +$30.1K 0.27% 91
2023
Q4
$3.38M Buy
61,630
+3,973
+7% +$203K 0.28% 92
2023
Q3
$2.97M Buy
57,657
+4,076
+8% +$219K 0.26% 93
2023
Q2
$2.85M Buy
53,581
+6,545
+14% +$348K 0.24% 102
2023
Q1
$2.58M Buy
47,036
+5,330
+13% +$300K 0.22% 107
2022
Q4
$2.1M Buy
41,706
+1,662
+4% +$81.2K 0.18% 122
2022
Q3
$1.76M Buy
40,044
+7,143
+22% +$362K 0.16% 132
2022
Q2
$1.7M Buy
32,901
+28,113
+587% +$1.8M 0.15% 145
2022
Q1
$305K Sell
4,788
-21
-0.4% -$1.27K 0.02% 317
2021
Q4
$273K Sell
4,809
-91
-2% -$5.19K 0.02% 343
2021
Q3
$282K Sell
4,900
-270
-5% -$16.5K 0.02% 337
2021
Q2
$327K Sell
5,170
-338
-6% -$22.3K 0.02% 322
2021
Q1
$352K Sell
5,508
-160
-3% -$9.57K 0.03% 301
2020
Q4
$314K Sell
5,668
-255
-4% -$13.2K 0.02% 302
2020
Q3
$279K Sell
5,923
-2,125
-26% -$95.4K 0.02% 302
2020
Q2
$328K Buy
+8,048
New +$295K 0.03% 290
2020
Q1
Sell
-7,779
Closed -$426K 343
2019
Q4
$426K Sell
7,779
-503
-6% -$26K 0.04% 269
2019
Q3
$394K Sell
8,282
-1,183
-12% -$55.4K 0.04% 281
2019
Q2
$466K Buy
+9,465
New +$500K 0.05% 270

Other funds holding DOW