Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$356K Buy
+3,613
New +$334K 0.02% 2509
2023
Q4
Sell
-2,891
Closed -$304K 5534
2023
Q3
$304K Buy
2,891
+1,294
+81% +$145K 0.01% 2771
2023
Q2
$194K Sell
1,597
-45
-3% -$4.93K 0.02% 2894
2023
Q1
$179K Sell
1,642
-3,347
-67% -$354K 0.01% 3179
2022
Q4
$456K Sell
4,989
-3,804
-43% -$348K 0.03% 2603
2022
Q3
$756K Buy
8,793
+3,943
+81% +$418K 0.03% 2465
2022
Q2
$553K Buy
4,850
+3,980
+457% +$457K 0.01% 3720
2022
Q1
$103K Sell
870
-746
-46% -$95.5K ﹤0.01% 4286
2021
Q4
$248K Buy
+1,616
New +$253K 0.01% 3832
2021
Q3
Sell
-28,585
Closed -$4.1M 6434
2021
Q2
$4.08M Buy
28,585
+7,946
+38% +$1.11M 0.11% 1256
2021
Q1
$2.75M Buy
20,639
+19,128
+1,266% +$2.51M 0.07% 1576
2020
Q4
$172K Sell
1,511
-9,023
-86% -$930K ﹤0.01% 3814
2020
Q3
$968K Buy
+10,534
New +$1.01M 0.03% 2294
2020
Q2
Sell
-2,561
Closed -$199K 5317
2020
Q1
$190K Buy
+2,561
New +$256K 0.01% 2897
2019
Q2
Sell
-7,298
Closed -$671K 4926
2019
Q1
$671K Buy
7,298
+2,373
+48% +$200K 0.03% 2158
2018
Q4
$354K Sell
4,925
-8,536
-63% -$757K 0.02% 2612
2018
Q3
$1.61M Buy
+13,461
New +$1.46M 0.06% 1606

Other funds holding JBTM