Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $227K | Buy |
107,044
+53,783
| +101% | +$131K | ﹤0.01% | 3612 |
|
|
2025
Q4 | $151K | Sell |
53,261
-146,729
| -73% | -$401K | ﹤0.01% | 4445 |
|
|
2025
Q3 | $526K | Buy |
199,990
+195,455
| +4,310% | +$550K | ﹤0.01% | 3775 |
|
|
2025
Q2 | $13.7K | Sell |
4,535
-24,931
| -85% | -$72.5K | ﹤0.01% | 4888 |
|
|
2025
Q1 | $90.2K | Sell |
29,466
-100,856
| -77% | -$344K | ﹤0.01% | 4445 |
|
|
2024
Q4 | $461K | Buy |
+130,322
| New | +$446K | ﹤0.01% | 3874 |
|
|
2024
Q2 | – | Sell |
-158,756
| Closed | -$456K | – | 5347 |
|
|
2024
Q1 | $456K | Sell |
158,756
-20,384
| -11% | -$60.1K | ﹤0.01% | 3649 |
|
|
2023
Q4 | $499K | Sell |
179,140
-560,820
| -76% | -$1.36M | ﹤0.01% | 3874 |
|
|
2023
Q3 | $1.79M | Buy |
739,960
+739,934
| +2,845,900% | +$1.84M | ﹤0.01% | 1965 |
|
|
2023
Q2 | $61 | Sell |
26
-36
| -58% | -$84 | ﹤0.01% | 4452 |
|
|
2023
Q1 | $139 | Sell |
62
-16
| -21% | -$38 | ﹤0.01% | 4990 |
|
|
2022
Q4 | $182 | Buy |
78
+2
| +3% | +$5 | ﹤0.01% | 5186 |
|
|
2022
Q3 | $0 | Buy |
+76
| New | +$197 | ﹤0.01% | 5171 |
|
|
2021
Q4 | – | Sell |
-209,540
| Closed | -$925K | – | 4788 |
|
|
2021
Q3 | $925K | Sell |
209,540
-210,620
| -50% | -$921K | ﹤0.01% | 2834 |
|
|
2021
Q2 | $1.64M | Sell |
420,160
-395,328
| -48% | -$1.48M | ﹤0.01% | 2327 |
|
|
2021
Q1 | $2.58M | Sell |
815,488
-117,868
| -13% | -$378K | ﹤0.01% | 2064 |
|
|
2020
Q4 | $2.64M | Buy |
933,356
+352
| +0% | +$908 | ﹤0.01% | 2020 |
|
|
2020
Q3 | $2.19M | Hold |
933,004
| – | – | ﹤0.01% | 2016 |
|
|
2020
Q2 | $1.54M | Buy |
933,004
+234,200
| +34% | +$367K | ﹤0.01% | 2361 |
|
|
2020
Q1 | $1.08M | Hold |
698,804
| – | – | ﹤0.01% | 2873 |
|
|
2019
Q4 | $1.31M | Sell |
698,804
-451,976
| -39% | -$852K | ﹤0.01% | 3419 |
|
|
2019
Q3 | $2.1M | Sell |
1,150,780
-137,912
| -11% | -$271K | ﹤0.01% | 2804 |
|
|
2019
Q2 | $2.79M | Buy |
1,288,692
+421,088
| +49% | +$927K | ﹤0.01% | 2517 |
|
|
2019
Q1 | $1.73M | Buy |
867,604
+59,999
| +7% | +$122K | ﹤0.01% | 2731 |
|
|
2018
Q4 | $1.55M | Sell |
807,605
-38,168
| -5% | -$73.3K | ﹤0.01% | 2663 |
|
|
2018
Q3 | $1.65M | Sell |
845,773
-575,067
| -40% | -$1.11M | ﹤0.01% | 3110 |
|
|
2018
Q2 | $2.55M | Sell |
1,420,840
-220,099
| -13% | -$401K | ﹤0.01% | 2337 |
|
|
2018
Q1 | $3.17M | Buy |
1,640,939
+900,088
| +121% | +$1.85M | ﹤0.01% | 2008 |
|
|
2017
Q4 | $1.52M | Buy |
740,851
+342,667
| +86% | +$685K | ﹤0.01% | 2706 |
|
|
2017
Q3 | $849K | Sell |
398,184
-397,027
| -50% | -$870K | ﹤0.01% | 3158 |
|
|
2017
Q2 | $1.55M | Sell |
795,211
-6,170
| -0.8% | -$11.8K | ﹤0.01% | 2480 |
|
|
2017
Q1 | $1.54M | Buy |
801,381
+403,733
| +102% | +$737K | ﹤0.01% | 2337 |
|
|
2016
Q4 | $721K | Sell |
397,648
-13,840
| -3% | -$24.8K | ﹤0.01% | 3049 |
|
|
2016
Q3 | $750K | Sell |
411,488
-40,384
| -9% | -$82.5K | ﹤0.01% | 2897 |
|
|
2016
Q2 | $1.05M | Hold |
451,872
| – | – | ﹤0.01% | 2570 |
|
|
2016
Q1 | $1.02M | Buy |
+451,872
| New | +$985K | ﹤0.01% | 2508 |
|
|
2014
Q4 | – | Sell |
-1,067
| Closed | -$2K | – | 7657 |
|
|
2014
Q3 | $2K | Sell |
1,067
-533
| -33% | -$1.19K | ﹤0.01% | 7426 |
|
|
2014
Q2 | $3K | Sell |
1,600
-4,002,133
| -100% | -$9.01M | ﹤0.01% | 7305 |
|
|
2014
Q1 | $9.76M | Sell |
4,003,733
-14,224
| -0.4% | -$35K | 0.02% | 1168 |
|
|
2013
Q4 | $9.04M | Buy |
4,017,957
+3,922,810
| +4,123% | +$8.44M | 0.02% | 1328 |
|
|
2013
Q3 | $179K | Sell |
95,147
-224,176
| -70% | -$377K | ﹤0.01% | 5150 |
|
|
2013
Q2 | $436K | Buy |
+319,323
| New | +$474K | ﹤0.01% | 4376 |
|
Other funds holding WIT
VCM
DE
PCM
ACP
