Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,341
Closed -$631K 600
2023
Q4
$631K Buy
6,341
+3,568
+129% +$370K 0.05% 306
2023
Q3
$292K Buy
2,773
+1,108
+67% +$124K 0.03% 394
2023
Q2
$202K Buy
+1,665
New +$183K 0.03% 323
2023
Q1
Sell
-3,413
Closed -$312K 729
2022
Q4
$312K Buy
+3,413
New +$312K 0.05% 353
2021
Q3
Sell
-214
Closed -$31K 911
2021
Q2
$31K Buy
+214
New +$29.9K 0.01% 780
2021
Q1
Sell
-2,849
Closed -$324K 1163
2020
Q4
$324K Buy
2,849
+1,951
+217% +$201K 0.05% 390
2020
Q3
$83K Buy
+898
New +$86K 0.05% 343

Other funds holding JBTM