Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-94
Closed -$20K 377
2024
Q4
$20K Buy
94
+1
+1% +$222 ﹤0.01% 244
2024
Q3
$20.7K Sell
93
-7
-7% -$1.55K ﹤0.01% 181
2024
Q2
$21.1K Sell
100
-19
-16% -$3.9K ﹤0.01% 168
2024
Q1
$24.5K Sell
119
-11
-8% -$2.19K ﹤0.01% 176
2023
Q4
$24.6K Sell
130
-10
-7% -$1.93K ﹤0.01% 184
2023
Q3
$26.6K Buy
+140
New +$26.8K ﹤0.01% 177
2022
Q4
Sell
-197
Closed -$30K 554
2022
Q3
$30K Buy
197
+26
+15% +$4.17K ﹤0.01% 317
2022
Q2
$27K Sell
171
-507
-75% -$81.3K ﹤0.01% 347
2022
Q1
$116K Buy
678
+27
+4% +$4.26K ﹤0.01% 258
2021
Q4
$113K Buy
651
+137
+27% +$22.8K ﹤0.01% 324
2021
Q3
$78K Sell
514
-67
-12% -$10.1K ﹤0.01% 337
2021
Q2
$82K Buy
+581
New +$77.9K ﹤0.01% 333
2021
Q1
Sell
-834
Closed -$98K 512
2020
Q4
$98K Buy
+834
New +$94.8K ﹤0.01% 208
2020
Q1
Sell
-76
Closed -$8K 559
2019
Q4
$8K Buy
+76
New +$7.94K ﹤0.01% 355
2019
Q3
Sell
-13
Closed -$1K 508
2019
Q2
$1K Buy
+13
New +$1.24K ﹤0.01% 343
2018
Q4
Sell
-291
Closed -$24K 285
2018
Q3
$24K Buy
291
+246
+547% +$20.8K ﹤0.01% 162
2018
Q2
$4K Sell
45
-157
-78% -$12.8K ﹤0.01% 190
2018
Q1
$17K Sell
202
-26
-11% -$2.15K ﹤0.01% 162
2017
Q4
$19K Buy
+228
New +$19K ﹤0.01% 123

Other funds holding MRSH