Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$650K Sell
306,776
-47,797
-13% -$116K 0.01% 1782
2025
Q4
$1.01M Sell
354,573
-7,693
-2% -$21K 0.03% 1020
2025
Q3
$953K Buy
362,266
+253,722
+234% +$714K 0.05% 607
2025
Q2
$328K Buy
+108,544
New +$316K 0.01% 1368
2024
Q4
Sell
-107,232
Closed -$347K 3000
2024
Q3
$347K Buy
+107,232
New +$336K 0.03% 1094
2024
Q1
Sell
-44,620
Closed -$124K 2377
2023
Q4
$124K Sell
44,620
-13,296
-23% -$32.3K 0.03% 1084
2023
Q3
$140K Buy
57,916
+32,700
+130% +$81.4K 0.02% 1121
2023
Q2
$59.5K Sell
25,216
-46,976
-65% -$109K 0.01% 1221
2023
Q1
$162K Buy
+72,192
New +$172K 0.03% 1009

Other funds holding WIT