Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$216K Buy
+14,695
New +$234K 0.04% 739
2024
Q4
Sell
-19,906
Closed -$348K 1019
2024
Q3
$348K Buy
+19,906
New +$337K 0.08% 491
2024
Q2
Sell
-47,402
Closed -$761K 921
2024
Q1
$761K Buy
+47,402
New +$790K 0.16% 232
2023
Q1
Sell
-29,289
Closed -$556K 799
2022
Q4
$556K Buy
29,289
+7,111
+32% +$137K 0.22% 136
2022
Q3
$412K Buy
22,178
+12,427
+127% +$285K 0.16% 242
2022
Q2
$231K Buy
+9,751
New +$252K 0.12% 382
2021
Q4
Sell
-14,272
Closed -$423K 585
2021
Q3
$423K Buy
+14,272
New +$440K 0.27% 124
2020
Q1
Sell
-6,343
Closed -$253K 249
2019
Q4
$253K Buy
+6,343
New +$251K 0.2% 255

Other funds holding JBGS