Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.54M Buy
174,069
+1,564
+0.9% +$24.9K ﹤0.01% 2182
2025
Q4
$2.93M Sell
172,505
-5,409
-3% -$102K ﹤0.01% 2139
2025
Q3
$3.96M Sell
177,914
-17,696
-9% -$364K ﹤0.01% 2017
2025
Q2
$3.38M Sell
195,610
-75,289
-28% -$1.23M ﹤0.01% 2067
2025
Q1
$4.36M Sell
270,899
-5,721
-2% -$87K ﹤0.01% 1995
2024
Q4
$4.25M Hold
276,620
﹤0.01% 2059
2024
Q3
$4.84M Sell
276,620
-10,531
-4% -$179K ﹤0.01% 2003
2024
Q2
$4.37M Sell
287,151
-553,000
-66% -$8.19M ﹤0.01% 2024
2024
Q1
$13.5M Buy
840,151
+170,519
+25% +$2.84M ﹤0.01% 1417
2023
Q4
$11.4M Buy
669,632
+340,496
+103% +$4.96M ﹤0.01% 1516
2023
Q3
$4.76M Buy
329,136
+601
+0.2% +$9.3K ﹤0.01% 1891
2023
Q2
$4.94M Sell
328,535
-526
-0.2% -$7.67K ﹤0.01% 1926
2023
Q1
$4.96M Buy
329,061
+2,021
+0.6% +$35.8K ﹤0.01% 1892
2022
Q4
$6.21M Sell
327,040
-14,608
-4% -$282K ﹤0.01% 1792
2022
Q3
$6.35M Sell
341,648
-166,488
-33% -$3.81M ﹤0.01% 1755
2022
Q2
$12M Sell
508,136
-457,498
-47% -$11.8M ﹤0.01% 1394
2022
Q1
$27.9M Sell
965,634
-93,700
-9% -$2.64M 0.01% 977
2021
Q4
$30.4M Sell
1,059,334
-189,809
-15% -$5.56M 0.01% 974
2021
Q3
$37M Sell
1,249,143
-381,444
-23% -$11.8M 0.01% 850
2021
Q2
$51.4M Buy
1,630,587
+471,595
+41% +$15.4M 0.02% 725
2021
Q1
$36.8M Buy
1,158,992
+768,068
+196% +$24.3M 0.01% 904
2020
Q4
$12.2M Buy
390,924
+86,484
+28% +$2.49M ﹤0.01% 1565
2020
Q3
$8.14M Sell
304,440
-287,221
-49% -$8.06M ﹤0.01% 1639
2020
Q2
$17.5M Sell
591,661
-94,648
-14% -$2.93M 0.01% 1132
2020
Q1
$21.8M Sell
686,309
-505,417
-42% -$19M 0.01% 862
2019
Q4
$47.5M Sell
1,191,726
-192,599
-14% -$7.62M 0.02% 698
2019
Q3
$54.3M Sell
1,384,325
-469,910
-25% -$18.3M 0.02% 615
2019
Q2
$72.9M Buy
1,854,235
+1,197,097
+182% +$49.2M 0.03% 522
2019
Q1
$27.2M Buy
657,138
+631,861
+2,500% +$24.8M 0.15% 220
2018
Q4
$880K Buy
+25,277
New +$950K 0.01% 740
2018
Q3
Sell
-22,626
Closed -$825K 1058
2018
Q2
$825K Buy
+22,626
New +$819K 0.01% 779
2017
Q4
Sell
-473,002
Closed -$16.2M 1123
2017
Q3
$16.2M Buy
+473,002
New +$16M 0.11% 287

Other funds holding JBGS