Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-29,967
Closed -$6.04M 236
2025
Q3
$6.04M Buy
29,967
+1,217
+4% +$250K 0.08% 199
2025
Q2
$6.29M Sell
28,750
-7,149
-20% -$1.61M 0.08% 210
2025
Q1
$8.76M Buy
35,899
+70
+0.2% +$15.9K 0.13% 175
2024
Q4
$7.61M Sell
35,829
-32,646
-48% -$7.24M 0.13% 183
2024
Q3
$15.3M Buy
68,475
+32,186
+89% +$7.14M 0.25% 107
2024
Q2
$7.65M Sell
36,289
-22,970
-39% -$4.72M 0.14% 172
2024
Q1
$12.2M Sell
59,259
-7,995
-12% -$1.59M 0.23% 114
2023
Q4
$12.7M Sell
67,254
-6,542
-9% -$1.26M 0.26% 93
2023
Q3
$14M Buy
73,796
+5,517
+8% +$1.06M 0.31% 84
2023
Q2
$12.8M Buy
68,279
+19,964
+41% +$3.54M 0.27% 90
2023
Q1
$8.05M Buy
48,315
+7,415
+18% +$1.24M 0.23% 113
2022
Q4
$6.34M Buy
40,900
+115
+0.3% +$18.8K 0.21% 134
2022
Q3
$6.09M Buy
40,785
+4,131
+11% +$663K 0.22% 118
2022
Q2
$5.69M Sell
36,654
-492
-1% -$78.8K 0.18% 140
2022
Q1
$6.33M Buy
+37,146
New +$5.86M 0.16% 151
2021
Q4
Sell
-36,359
Closed -$5.51M 439
2021
Q3
$5.51M Sell
36,359
-9,253
-20% -$1.4M 0.17% 172
2021
Q2
$6.42M Sell
45,612
-4,647
-9% -$623K 0.22% 131
2021
Q1
$6.12M Buy
50,259
+6,531
+15% +$752K 0.21% 135
2020
Q4
$5.12M Buy
43,728
+2,062
+5% +$234K 0.18% 148
2020
Q3
$4.78M Buy
+41,666
New +$4.77M 0.2% 136
2020
Q1
Sell
-4,048
Closed -$451K 439
2019
Q4
$451K Hold
4,048
0.02% 473
2019
Q3
$405K Sell
4,048
-39,428
-91% -$3.94M 0.02% 460
2019
Q2
$4.34M Sell
43,476
-17,710
-29% -$1.69M 0.17% 155
2019
Q1
$5.74M Buy
61,186
+7,107
+13% +$629K 0.24% 106
2018
Q4
$4.31M Sell
54,079
-4,196
-7% -$350K 0.2% 120
2018
Q3
$4.82M Sell
58,275
-16,223
-22% -$1.37M 0.18% 133
2018
Q2
$6.1M Sell
74,498
-66,345
-47% -$5.42M 0.21% 119
2018
Q1
$11.6M Sell
140,843
-20,013
-12% -$1.66M 0.39% 65
2017
Q4
$13.1M Buy
160,856
+52,192
+48% +$4.34M 0.44% 53
2017
Q3
$9.1M Sell
108,664
-3,445
-3% -$273K 0.52% 43
2017
Q2
$8.73M Sell
112,109
-26,527
-19% -$2M 0.52% 37
2017
Q1
$10.2M Buy
+138,636
New +$9.91M 0.48% 42

Other funds holding MRSH