Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,204
Closed -$482K 1165
2025
Q2
$482K Buy
2,204
+108
+5% +$24.4K 0.01% 749
2025
Q1
$511K Buy
2,096
+37
+2% +$8.39K 0.01% 708
2024
Q4
$437K Sell
2,059
-21
-1% -$4.66K 0.01% 730
2024
Q3
$464K Buy
2,080
+34
+2% +$7.55K 0.01% 708
2024
Q2
$452K Sell
2,046
-24
-1% -$4.93K 0.01% 673
2024
Q1
$426K Buy
2,070
+43
+2% +$8.57K 0.01% 665
2023
Q4
$384K Sell
2,027
-44
-2% -$8.5K 0.01% 651
2023
Q3
$395K Buy
2,071
+55
+3% +$10.5K 0.01% 624
2023
Q2
$371K Buy
2,016
+127
+7% +$22.5K 0.01% 645
2023
Q1
$329K Buy
1,889
+13
+0.7% +$2.17K 0.01% 670
2022
Q4
$321K Buy
1,876
+53
+3% +$8.67K 0.01% 684
2022
Q3
$277K Sell
1,823
-6
-0.3% -$963 0.01% 681
2022
Q2
$285K Sell
1,829
-37
-2% -$5.93K 0.01% 656
2022
Q1
$319K Sell
1,866
-52
-3% -$8.2K 0.01% 644
2021
Q4
$314K Buy
1,918
+128
+7% +$21.3K 0.01% 619
2021
Q3
$282K Sell
1,790
-13
-0.7% -$1.97K 0.01% 612
2021
Q2
$254K Buy
+1,803
New +$242K ﹤0.01% 628
2015
Q4
Sell
-30
Closed -$2K 607
2015
Q3
$2K Hold
30
﹤0.01% 1704
2015
Q2
$2K Buy
+30
New +$1.73K ﹤0.01% 1818

Other funds holding MRSH