Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-106,786
Closed -$303K 5031
2025
Q4
$303K Sell
106,786
-424,877
-80% -$1.16M ﹤0.01% 2374
2025
Q3
$1.4M Buy
531,663
+151,162
+40% +$425K 0.01% 1348
2025
Q2
$1.15M Buy
380,501
+84,582
+29% +$246K 0.01% 1202
2025
Q1
$905K Buy
295,919
+195,333
+194% +$666K 0.01% 1154
2024
Q4
$356K Buy
+100,586
New +$344K ﹤0.01% 1621
2024
Q2
Sell
-95,022
Closed -$273K 3266
2024
Q1
$273K Buy
+95,022
New +$280K ﹤0.01% 1611
2023
Q4
Sell
-242,090
Closed -$585K 3204
2023
Q3
$585K Buy
242,090
+9,514
+4% +$23.7K 0.01% 1319
2023
Q2
$548K Sell
232,576
-627,552
-73% -$1.46M 0.01% 1320
2023
Q1
$1.93M Buy
860,128
+819,172
+2,000% +$1.95M 0.02% 614
2022
Q4
$95K Sell
40,956
-146,700
-78% -$351K ﹤0.01% 2080
2022
Q3
$441K Buy
+187,656
New +$485K ﹤0.01% 1724
2022
Q2
Sell
-146,524
Closed -$564K 3902
2022
Q1
$564K Buy
146,524
+126,126
+618% +$497K ﹤0.01% 1558
2021
Q4
$99K Buy
+20,398
New +$92.5K ﹤0.01% 2764
2021
Q3
Sell
-441,500
Closed -$1.72M 3886
2021
Q2
$1.72M Buy
441,500
+390,652
+768% +$1.46M 0.02% 702
2021
Q1
$161K Buy
+50,848
New +$163K ﹤0.01% 2367
2020
Q4
Sell
-22,272
Closed -$52K 2570
2020
Q3
$52K Buy
+22,272
New +$46.6K ﹤0.01% 1664
2019
Q3
Sell
-1,146,594
Closed -$2.48M 1647
2019
Q2
$2.48M Buy
+1,146,594
New +$2.52M 0.17% 144
2017
Q4
Sell
-39,469
Closed -$84K 160
2017
Q3
$84K Buy
+39,469
New +$86.4K 0.1% 88

Other funds holding WIT