Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,091
Closed -$688K 450
2024
Q3
$688K Sell
3,091
-254
-8% -$56.4K 0.06% 212
2024
Q2
$694K Buy
3,345
+275
+9% +$56.5K 0.05% 217
2024
Q1
$632K Sell
3,070
-59
-2% -$11.8K 0.05% 222
2023
Q4
$590K Buy
3,129
+56
+2% +$10.8K 0.05% 197
2023
Q3
$585K Buy
+3,073
New +$589K 0.05% 197
2022
Q4
Sell
-13,768
Closed -$2.06M 416
2022
Q3
$2.06M Buy
13,768
+6,424
+87% +$1.03M 0.18% 148
2022
Q2
$1.14M Buy
+7,344
New +$1.18M 0.11% 178

Other funds holding MRSH