Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.83M Buy
45,622
+42,541
+1,381% +$6.43M 0.01% 1385
2025
Q4
$464K Buy
+3,081
New +$434K ﹤0.01% 3272
2025
Q3
Sell
-37,889
Closed -$4.56M 5221
2025
Q2
$4.56M Buy
37,889
+29,358
+344% +$3.28M 0.01% 1522
2025
Q1
$1.04M Sell
8,531
-16,184
-65% -$2.05M ﹤0.01% 2620
2024
Q4
$3.14M Buy
+24,715
New +$2.85M 0.01% 2021
2024
Q1
Sell
-4,294
Closed -$427K 4837
2023
Q4
$427K Sell
4,294
-4,228
-50% -$438K ﹤0.01% 3128
2023
Q3
$896K Buy
8,522
+6,220
+270% +$696K ﹤0.01% 2405
2023
Q2
$279K Sell
2,302
-467
-17% -$51.2K ﹤0.01% 3010
2023
Q1
$303K Buy
+2,769
New +$293K ﹤0.01% 2568
2022
Q3
Sell
-7,394
Closed -$816K 3590
2022
Q2
$816K Buy
+7,394
New +$849K 0.01% 1729
2021
Q2
Sell
-6,422
Closed -$856K 3791
2021
Q1
$856K Buy
6,422
+501
+8% +$65.8K 0.01% 1634
2020
Q4
$674K Sell
5,921
-330
-5% -$34K 0.01% 1589
2020
Q3
$574K Sell
6,251
-2,145
-26% -$205K 0.01% 1333
2020
Q2
$722K Buy
+8,396
New +$652K 0.01% 1111
2019
Q4
Sell
-2,047
Closed -$204K 2885
2019
Q3
$204K Sell
2,047
-2,660
-57% -$293K ﹤0.01% 2072
2019
Q2
$570K Sell
4,707
-5,692
-55% -$612K 0.01% 1589
2019
Q1
$956K Buy
+10,399
New +$878K 0.01% 1132
2018
Q4
Sell
-12,603
Closed -$1.5M 2292
2018
Q3
$1.5M Buy
+12,603
New +$1.37M 0.02% 820
2018
Q1
Sell
-2,037
Closed -$226K 2219
2017
Q4
$226K Buy
+2,037
New +$222K ﹤0.01% 1728

Other funds holding JBTM