Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-529
Closed -$107K 971
2025
Q3
$107K Sell
529
-30
-5% -$6.17K 0.01% 296
2025
Q2
$122K Hold
559
0.01% 264
2025
Q1
$119K Hold
559
0.01% 253
2024
Q4
$119K Hold
559
0.01% 253
2024
Q3
$125K Hold
559
0.01% 242
2024
Q2
$118K Hold
559
0.01% 236
2024
Q1
$106K Hold
559
0.01% 244
2023
Q4
$106K Hold
559
0.01% 244
2023
Q3
$106K Sell
559
-21
-4% -$4.03K 0.01% 226
2023
Q2
$109K Sell
580
-60
-9% -$10.6K 0.01% 229
2023
Q1
$107K Sell
640
-26
-4% -$4.33K 0.01% 234
2022
Q4
$110K Buy
+666
New +$109K 0.01% 230

Other funds holding MRSH