Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,000
Closed -$202K 240
2025
Q3
$202K Hold
1,000
0.02% 222
2025
Q2
$219K Sell
1,000
-848
-46% -$191K 0.03% 214
2025
Q1
$451K Buy
1,848
+848
+85% +$192K 0.06% 149
2024
Q4
$212K Sell
1,000
-918
-48% -$204K 0.03% 249
2024
Q3
$428K Buy
1,918
+24
+1% +$5.33K 0.05% 237
2024
Q2
$399K Hold
1,894
0.05% 227
2024
Q1
$390K Buy
1,894
+8
+0.4% +$1.59K 0.05% 231
2023
Q4
$357K Sell
1,886
-500
-21% -$96.6K 0.05% 241
2023
Q3
$454K Hold
2,386
0.07% 222
2023
Q2
$449K Buy
2,386
+828
+53% +$147K 0.06% 227
2023
Q1
$259K Sell
1,558
-96
-6% -$16K 0.04% 261
2022
Q4
$274K Sell
1,654
-100
-6% -$16.4K 0.04% 259
2022
Q3
$262K Sell
1,754
-100
-5% -$16K 0.04% 247
2022
Q2
$288K Sell
1,854
-42
-2% -$6.73K 0.04% 250
2022
Q1
$323K Buy
1,896
+442
+30% +$69.7K 0.04% 252
2021
Q4
$253K Sell
1,454
-726
-33% -$121K 0.03% 276
2021
Q3
$330K Sell
2,180
-100
-4% -$15.1K 0.04% 234
2021
Q2
$321K Buy
2,280
+184
+9% +$24.7K 0.04% 237
2021
Q1
$255K Hold
2,096
0.04% 246
2020
Q4
$245K Hold
2,096
0.04% 246
2020
Q3
$240K Sell
2,096
-1,029
-33% -$118K 0.04% 232
2020
Q2
$336K Buy
3,125
+19
+0.6% +$1.92K 0.06% 201
2020
Q1
$269K Sell
3,106
-1,320
-30% -$141K 0.06% 175
2019
Q4
$493K Sell
4,426
-95
-2% -$9.92K 0.09% 151
2019
Q3
$452K Buy
4,521
+95
+2% +$9.5K 0.09% 161
2019
Q2
$441K Hold
4,426
0.09% 160
2019
Q1
$416K Sell
4,426
-30
-0.7% -$2.65K 0.09% 167
2018
Q4
$355K Sell
4,456
-2,544
-36% -$212K 0.08% 175
2018
Q3
$579K Hold
7,000
0.11% 161
2018
Q2
$574K Sell
7,000
-1,000
-13% -$81.6K 0.12% 146
2018
Q1
$661K Buy
8,000
+1,000
+14% +$82.8K 0.14% 133
2017
Q4
$569K Buy
7,000
+1,000
+17% +$83.1K 0.12% 142
2017
Q3
$503K Hold
6,000
0.11% 146
2017
Q2
$468K Buy
+6,000
New +$453K 0.1% 147

Other funds holding MRSH