Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-154
Closed -$19.6K 990
2024
Q4
$19.6K Sell
154
-19
-11% -$2.19K 0.01% 465
2024
Q3
$17K Sell
173
-14
-7% -$1.29K 0.01% 665
2024
Q2
$17.8K Sell
187
-38
-17% -$3.58K 0.01% 458
2024
Q1
$23.6K Sell
225
-45
-17% -$4.48K 0.01% 406
2023
Q4
$26.9K Sell
270
-318
-54% -$33K 0.02% 366
2023
Q3
$61.8K Buy
588
+294
+100% +$32.9K 0.03% 375
2023
Q2
$35.7K Hold
294
0.02% 430
2023
Q1
$32.1K Buy
294
+24
+9% +$2.54K 0.02% 473
2022
Q4
$24.7K Buy
270
+255
+1,700% +$23.3K 0.01% 500
2022
Q3
$1K Hold
15
﹤0.01% 890
2022
Q2
$1.66K Sell
15
-276
-95% -$31.7K ﹤0.01% 841
2022
Q1
$34K Buy
291
+15
+5% +$1.92K 0.03% 188
2021
Q4
$42K Hold
276
0.03% 423
2021
Q3
$39K Buy
+276
New +$39.6K 0.02% 466

Other funds holding JBTM