Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.93M | Sell |
1,855,225
-18,525
| -1% | -$45.1K | ﹤0.01% | 2290 |
|
|
2025
Q4 | $5.32M | Buy |
1,873,750
+968,899
| +107% | +$2.65M | ﹤0.01% | 2222 |
|
|
2025
Q3 | $2.38M | Buy |
904,851
+156,676
| +21% | +$441K | ﹤0.01% | 2557 |
|
|
2025
Q2 | $2.26M | Buy |
748,175
+216,406
| +41% | +$629K | ﹤0.01% | 2528 |
|
|
2025
Q1 | $1.63M | Buy |
531,769
+196,746
| +59% | +$671K | ﹤0.01% | 2623 |
|
|
2024
Q4 | $1.19M | Sell |
335,023
-63,491
| -16% | -$217K | ﹤0.01% | 2846 |
|
|
2024
Q3 | $1.29M | Buy |
398,514
+77,078
| +24% | +$241K | ﹤0.01% | 2809 |
|
|
2024
Q2 | $980K | Buy |
321,436
+236,088
| +277% | +$650K | ﹤0.01% | 2942 |
|
|
2024
Q1 | $245K | Sell |
85,348
-1,238,722
| -94% | -$3.65M | ﹤0.01% | 3583 |
|
|
2023
Q4 | $3.69M | Buy |
1,324,070
+104,670
| +9% | +$254K | ﹤0.01% | 2389 |
|
|
2023
Q3 | $2.95M | Buy |
+1,219,400
| New | +$3.04M | ﹤0.01% | 2448 |
|
|
2023
Q2 | – | Sell |
-40,666
| Closed | -$91.3K | – | 3960 |
|
|
2023
Q1 | $91.3K | Sell |
40,666
-42,532
| -51% | -$101K | ﹤0.01% | 3712 |
|
|
2022
Q4 | $194K | Buy |
83,198
+14,018
| +20% | +$33.5K | ﹤0.01% | 3690 |
|
|
2022
Q3 | $163K | Sell |
69,180
-46,944
| -40% | -$121K | ﹤0.01% | 3736 |
|
|
2022
Q2 | $308K | Sell |
116,124
-144,222
| -55% | -$454K | ﹤0.01% | 3566 |
|
|
2022
Q1 | $1M | Sell |
260,346
-214,826
| -45% | -$847K | ﹤0.01% | 3071 |
|
|
2021
Q4 | $2.32M | Buy |
475,172
+17,070
| +4% | +$77.4K | ﹤0.01% | 2742 |
|
|
2021
Q3 | $2.02M | Sell |
458,102
-2,104,566
| -82% | -$9.21M | ﹤0.01% | 2807 |
|
|
2021
Q2 | $10M | Buy |
2,562,668
+237,392
| +10% | +$886K | ﹤0.01% | 2054 |
|
|
2021
Q1 | $7.37M | Buy |
2,325,276
+150,690
| +7% | +$484K | ﹤0.01% | 2150 |
|
|
2020
Q4 | $6.14M | Sell |
2,174,586
-765,794
| -26% | -$1.98M | ﹤0.01% | 2080 |
|
|
2020
Q3 | $6.91M | Buy |
2,940,380
+2,409,144
| +453% | +$5.04M | ﹤0.01% | 1845 |
|
|
2020
Q2 | $879K | Sell |
531,236
-243,208
| -31% | -$381K | ﹤0.01% | 2850 |
|
|
2020
Q1 | $1.2M | Sell |
774,444
-28,564
| -4% | -$50.1K | ﹤0.01% | 2645 |
|
|
2019
Q4 | $1.51M | Sell |
803,008
-411,840
| -34% | -$776K | ﹤0.01% | 2789 |
|
|
2019
Q3 | $2.22M | Buy |
1,214,848
+122,396
| +11% | +$240K | ﹤0.01% | 2581 |
|
|
2019
Q2 | $2.37M | Sell |
1,092,452
-155,004
| -12% | -$341K | ﹤0.01% | 2618 |
|
|
2019
Q1 | $2.48M | Sell |
1,247,456
-1,574,181
| -56% | -$3.21M | ﹤0.01% | 2477 |
|
|
2018
Q4 | $5.43M | Buy |
2,821,637
+285,280
| +11% | +$548K | ﹤0.01% | 1891 |
|
|
2018
Q3 | $4.96M | Buy |
2,536,357
+790,173
| +45% | +$1.52M | ﹤0.01% | 2147 |
|
|
2018
Q2 | $3.14M | Sell |
1,746,184
-441,349
| -20% | -$803K | ﹤0.01% | 2452 |
|
|
2018
Q1 | $4.23M | Buy |
2,187,533
+55,269
| +3% | +$114K | ﹤0.01% | 2071 |
|
|
2017
Q4 | $4.37M | Buy |
2,132,264
+78,571
| +4% | +$157K | ﹤0.01% | 2067 |
|
|
2017
Q3 | $4.37M | Buy |
2,053,693
+12,786
| +0.6% | +$28K | ﹤0.01% | 2057 |
|
|
2017
Q2 | $3.98M | Sell |
2,040,907
-18,768
| -0.9% | -$35.9K | ﹤0.01% | 2103 |
|
|
2017
Q1 | $3.95M | Buy |
2,059,675
+401,190
| +24% | +$732K | ﹤0.01% | 2150 |
|
|
2016
Q4 | $3.01M | Buy |
1,658,485
+64,357
| +4% | +$115K | ﹤0.01% | 2305 |
|
|
2016
Q3 | $2.9M | Buy |
1,594,128
+357,696
| +29% | +$731K | ﹤0.01% | 2320 |
|
|
2016
Q2 | $2.87M | Buy |
1,236,432
+146,459
| +13% | +$335K | ﹤0.01% | 2274 |
|
|
2016
Q1 | $2.57M | Buy |
1,089,973
+115,792
| +12% | +$252K | ﹤0.01% | 2308 |
|
|
2015
Q4 | $2.11M | Sell |
974,181
-139,424
| -13% | -$316K | ﹤0.01% | 2491 |
|
|
2015
Q3 | $2.57M | Buy |
1,113,605
+268,890
| +32% | +$609K | ﹤0.01% | 2320 |
|
|
2015
Q2 | $1.9M | Sell |
844,715
-25,093
| -3% | -$56.8K | ﹤0.01% | 2653 |
|
|
2015
Q1 | $2.17M | Sell |
869,808
-76,187
| -8% | -$186K | ﹤0.01% | 2543 |
|
|
2014
Q4 | $2.01M | Sell |
945,995
-82,928
| -8% | -$188K | ﹤0.01% | 2507 |
|
|
2014
Q3 | $2.35M | Sell |
1,028,923
-104,512
| -9% | -$234K | ﹤0.01% | 2441 |
|
|
2014
Q2 | $2.53M | Sell |
1,133,435
-172,272
| -13% | -$388K | ﹤0.01% | 2423 |
|
|
2014
Q1 | $3.28M | Sell |
1,305,707
-791,856
| -38% | -$1.95M | ﹤0.01% | 2230 |
|
|
2013
Q4 | $4.95M | Sell |
2,097,563
-68,000
| -3% | -$146K | ﹤0.01% | 2013 |
|
|
2013
Q3 | $4.17M | Buy |
2,165,563
+757,819
| +54% | +$1.27M | ﹤0.01% | 2057 |
|
|
2013
Q2 | $1.92M | Buy |
+1,407,744
| New | +$2.09M | ﹤0.01% | 2413 |
|
Other funds holding WIT
VCM
DE
PCM
ACP