Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-13,280
Closed -$1.6M 1381
2025
Q2
$1.6M Buy
+13,280
New +$1.48M 0.03% 701
2024
Q3
Sell
-3,202
Closed -$304K 1642
2024
Q2
$304K Buy
+3,202
New +$302K 0.01% 1113
2023
Q2
Sell
-26,302
Closed -$2.88M 1298
2023
Q1
$2.88M Buy
26,302
+23,532
+850% +$2.49M 0.14% 228
2022
Q4
$253K Buy
+2,770
New +$254K 0.01% 968
2022
Q3
Sell
-2,795
Closed -$309K 1361
2022
Q2
$309K Sell
2,795
-4,900
-64% -$563K 0.02% 905
2022
Q1
$912K Buy
7,695
+5,105
+197% +$653K 0.06% 567
2021
Q4
$398K Sell
2,590
-530
-17% -$82.9K 0.05% 628
2021
Q3
$439K Buy
+3,120
New +$447K 0.06% 590
2016
Q3
Sell
-5,840
Closed -$358K 447
2016
Q2
$358K Sell
5,840
-11,186
-66% -$653K 0.15% 257
2016
Q1
$960K Buy
17,026
+3,657
+27% +$178K 0.36% 96
2015
Q4
$666K Sell
13,369
-6,960
-34% -$316K 0.31% 121
2015
Q3
$778K Hold
20,329
0.43% 72
2015
Q2
$764K Buy
20,329
+10,961
+117% +$404K 0.42% 79
2015
Q1
$335K Hold
9,368
0.19% 209
2014
Q4
$308K Sell
9,368
-3,030
-24% -$92.8K 0.18% 198
2014
Q3
$349K Sell
12,398
-8,840
-42% -$254K 0.26% 158
2014
Q2
$658K Sell
21,238
-53,750
-72% -$1.6M 0.42% 89
2014
Q1
$2.32M Hold
74,988
0.92% 20
2013
Q4
$2.2M Sell
74,988
-980
-1% -$27.2K 0.59% 48
2013
Q3
$1.89M Sell
75,968
-11,534
-13% -$269K 0.54% 52
2013
Q2
$1.84M Buy
+87,502
New +$1.84M 0.57% 52

Other funds holding JBTM