Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-26,141
Closed -$2.74M 1944
2024
Q1
$2.74M Buy
26,141
+1,786
+7% +$178K 0.06% 228
2023
Q4
$2.42M Hold
24,355
0.06% 244
2023
Q3
$2.56M Sell
24,355
-640
-3% -$71.6K 0.07% 218
2023
Q2
$3.03M Sell
24,995
-5
-0% -$548 0.08% 196
2023
Q1
$2.73M Buy
25,000
+7,340
+42% +$777K 0.08% 197
2022
Q4
$1.61M Buy
17,660
+9,690
+122% +$887K 0.05% 281
2022
Q3
$685K Buy
7,970
+7,960
+79,600% +$845K 0.02% 440
2022
Q2
$1K Hold
10
﹤0.01% 2117
2022
Q1
$1K Hold
10
﹤0.01% 2279
2021
Q4
$2K Hold
10
﹤0.01% 2218
2021
Q3
$1K Hold
10
﹤0.01% 2137
2021
Q2
$1K Hold
10
﹤0.01% 1903
2021
Q1
$1K Hold
10
﹤0.01% 1703
2020
Q4
$1K Hold
10
﹤0.01% 1439
2020
Q3
$1K Hold
10
﹤0.01% 1378
2020
Q2
$1K Hold
10
﹤0.01% 1323
2020
Q1
$1K Hold
10
﹤0.01% 1403
2019
Q4
$1K Buy
+10
New +$1.07K ﹤0.01% 1346
2018
Q4
Sell
-10
Closed -$1K 1213
2018
Q3
$1K Buy
+10
New +$1.09K ﹤0.01% 1332
2017
Q1
Sell
-10
Closed -$1K 1100
2016
Q4
$1K Buy
+10
New +$816 ﹤0.01% 1216
2014
Q3
Sell
-12,427
Closed -$385K 493
2014
Q2
$385K Buy
12,427
+72
+0.6% +$2.14K 0.05% 347
2014
Q1
$382K Buy
12,355
+621
+5% +$18.9K 0.05% 319
2013
Q4
$344K Buy
11,734
+2
+0% +$55 0.05% 305
2013
Q3
$292K Sell
11,732
-147
-1% -$3.43K 0.05% 314
2013
Q2
$250K Buy
+11,879
New +$249K 0.04% 348

Other funds holding JBTM