Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$107K Buy
7,301
+2,317
+46% +$36.9K ﹤0.01% 2351
2025
Q4
$84.8K Sell
4,984
-46
-0.9% -$869 ﹤0.01% 2458
2025
Q3
$112K Buy
5,030
+1,048
+26% +$21.6K ﹤0.01% 2302
2025
Q2
$68.9K Buy
3,982
+195
+5% +$3.17K ﹤0.01% 2629
2025
Q1
$61K Buy
3,787
+2,093
+124% +$31.8K ﹤0.01% 2639
2024
Q4
$26K Buy
1,694
+390
+30% +$6.53K ﹤0.01% 3048
2024
Q3
$22.8K Sell
1,304
-21
-2% -$356 ﹤0.01% 3074
2024
Q2
$20.2K Sell
1,325
-877
-40% -$13K ﹤0.01% 3063
2024
Q1
$35.3K Sell
2,202
-8,333
-79% -$139K ﹤0.01% 2862
2023
Q4
$179K Sell
10,535
-2,931
-22% -$42.7K ﹤0.01% 2067
2023
Q3
$195K Sell
13,466
-9,930
-42% -$154K ﹤0.01% 1844
2023
Q2
$352K Buy
23,396
+12,633
+117% +$184K ﹤0.01% 1585
2023
Q1
$162K Buy
10,763
+7,490
+229% +$133K ﹤0.01% 1960
2022
Q4
$62.1K Buy
3,273
+1,584
+94% +$30.6K ﹤0.01% 2413
2022
Q3
$31K Buy
1,689
+730
+76% +$16.7K ﹤0.01% 2799
2022
Q2
$23K Sell
959
-870
-48% -$22.5K ﹤0.01% 2973
2022
Q1
$53K Sell
1,829
-797
-30% -$22.4K ﹤0.01% 2590
2021
Q4
$75K Buy
2,626
+125
+5% +$3.66K ﹤0.01% 2442
2021
Q3
$74K Sell
2,501
-442
-15% -$13.6K ﹤0.01% 2444
2021
Q2
$92K Sell
2,943
-15
-0.5% -$489 ﹤0.01% 2358
2021
Q1
$94K Buy
2,958
+132
+5% +$4.18K ﹤0.01% 2310
2020
Q4
$88K Buy
2,826
+773
+38% +$22.3K ﹤0.01% 2270
2020
Q3
$55K Buy
2,053
+1,288
+168% +$36.2K ﹤0.01% 2360
2020
Q2
$23K Sell
765
-345
-31% -$10.7K ﹤0.01% 2755
2020
Q1
$35K Buy
1,110
+263
+31% +$9.88K ﹤0.01% 2505
2019
Q4
$33K Sell
847
-556
-40% -$22K ﹤0.01% 2659
2019
Q3
$55K Sell
1,403
-248
-15% -$9.68K ﹤0.01% 2423
2019
Q2
$65K Sell
1,651
-5,553
-77% -$228K ﹤0.01% 2408
2019
Q1
$298K Sell
7,204
-180
-2% -$7.06K ﹤0.01% 1619
2018
Q4
$257K Sell
7,384
-4,278
-37% -$161K ﹤0.01% 1635
2018
Q3
$430K Buy
11,662
+8,604
+281% +$317K ﹤0.01% 1502
2018
Q2
$112K Buy
3,058
+1,728
+130% +$62.6K ﹤0.01% 2174
2018
Q1
$45K Buy
1,330
+57
+4% +$1.89K ﹤0.01% 2668
2017
Q4
$44K Sell
1,273
-717
-36% -$23.7K ﹤0.01% 2662
2017
Q3
$68K Buy
+1,990
New +$67.4K ﹤0.01% 2424

Other funds holding JBGS