Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-15,560
Closed -$3.4M 1627
2025
Q2
$3.4M Buy
+15,560
New +$3.51M 0.23% 208
2025
Q1
Sell
-23,808
Closed -$5.06M 1942
2024
Q4
$5.06M Buy
23,808
+15,114
+174% +$3.35M 0.19% 96
2024
Q3
$1.94M Buy
+8,694
New +$1.93M 0.09% 464
2024
Q2
Sell
-22,106
Closed -$4.55M 2352
2024
Q1
$4.55M Buy
22,106
+14,585
+194% +$2.91M 0.26% 133
2023
Q4
$1.43M Sell
7,521
-5,549
-42% -$1.07M 0.09% 463
2023
Q3
$2.49M Buy
13,070
+1,917
+17% +$367K 0.12% 326
2023
Q2
$2.1M Buy
11,153
+8,277
+288% +$1.47M 0.11% 367
2023
Q1
$479K Buy
2,876
+1,605
+126% +$267K 0.03% 856
2022
Q4
$210K Buy
+1,271
New +$208K 0.02% 1076
2022
Q3
Sell
-1,988
Closed -$309K 1716
2022
Q2
$309K Buy
+1,988
New +$319K 0.02% 1118
2022
Q1
Sell
-9,667
Closed -$1.68M 1776
2021
Q4
$1.68M Buy
9,667
+2,204
+30% +$366K 0.11% 413
2021
Q3
$1.13M Buy
7,463
+3,369
+82% +$510K 0.09% 296
2021
Q2
$576K Buy
+4,094
New +$549K 0.05% 774
2020
Q4
Sell
-1,845
Closed -$212K 1048
2020
Q3
$212K Sell
1,845
-4,764
-72% -$546K 0.03% 579
2020
Q2
$710K Buy
+6,609
New +$669K 0.16% 223

Other funds holding MRSH