Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,675
Closed -$366K 96
2025
Q2
$366K Buy
1,675
+242
+17% +$54.6K 0.24% 71
2025
Q1
$350K Sell
1,433
-1,022
-42% -$232K 0.23% 63
2024
Q4
$521K Buy
2,455
+103
+4% +$22.9K 0.22% 71
2024
Q3
$525K Hold
2,352
0.21% 76
2024
Q2
$496K Sell
2,352
-1,711
-42% -$351K 0.18% 74
2024
Q1
$837K Buy
4,063
+2,823
+228% +$563K 0.22% 71
2023
Q4
$235K Sell
1,240
-1,214
-49% -$235K 0.08% 91
2023
Q3
$467K Sell
2,454
-1,339
-35% -$257K 0.18% 52
2023
Q2
$713K Sell
3,793
-26
-0.7% -$4.61K 0.35% 54
2023
Q1
$636K Buy
3,819
+1,120
+41% +$187K 0.26% 50
2022
Q4
$447K Buy
2,699
+33
+1% +$5.4K 0.18% 76
2022
Q3
$398K Sell
2,666
-410
-13% -$65.8K 0.19% 74
2022
Q2
$478K Sell
3,076
-989
-24% -$158K 0.21% 55
2022
Q1
$693K Buy
4,065
+301
+8% +$47.5K 0.29% 54
2021
Q4
$654K Buy
+3,764
New +$625K 0.32% 57

Other funds holding MRSH