Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.56M Sell
59,100
-9,657
-14% -$1.46M 0.08% 86
2025
Q4
$10.4M Sell
68,757
-1,278
-2% -$180K 0.1% 74
2025
Q3
$9.84M Sell
70,035
-19,829
-22% -$2.71M 0.09% 71
2025
Q2
$10.8M Sell
89,864
-9,264
-9% -$1.04M 0.11% 67
2025
Q1
$12.1M Sell
99,128
-31,254
-24% -$3.96M 0.13% 66
2024
Q4
$16.6M Sell
130,382
-2,900
-2% -$335K 0.16% 60
2024
Q3
$13.1M Buy
133,282
+10,655
+9% +$984K 0.12% 61
2024
Q2
$11.6M Buy
122,627
+10,480
+9% +$989K 0.11% 65
2024
Q1
$11.8M Buy
112,147
+15,220
+16% +$1.52M 0.11% 67
2023
Q4
$9.64M Sell
96,927
-3,027
-3% -$314K 0.1% 73
2023
Q3
$10.5M Buy
99,954
+9,985
+11% +$1.12M 0.12% 67
2023
Q2
$10.9M Buy
89,969
+8,755
+11% +$960K 0.12% 70
2023
Q1
$8.88M Buy
81,214
+12,311
+18% +$1.3M 0.1% 74
2022
Q4
$6.29M Buy
68,903
+11,345
+20% +$1.04M 0.08% 89
2022
Q3
$4.95M Buy
57,558
+19,710
+52% +$2.09M 0.06% 93
2022
Q2
$4.18M Buy
37,848
+20,483
+118% +$2.35M 0.05% 97
2022
Q1
$2.06M Buy
+17,365
New +$2.22M 0.02% 118

Other funds holding JBTM