Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,498
Closed -$503K 78
2025
Q3
$503K Buy
+2,498
New +$514K 0.71% 22
2022
Q4
Sell
-5,841
Closed -$872K 99
2022
Q3
$872K Hold
5,841
0.42% 57
2022
Q2
$907K Buy
5,841
+1,947
+50% +$312K 0.46% 52
2022
Q1
$664K Buy
+3,894
New +$614K 0.33% 64
2016
Q3
Sell
-7,959
Closed -$545K 136
2016
Q2
$545K Sell
7,959
-2,860
-26% -$184K 0.08% 156
2016
Q1
$658K Buy
10,819
+271
+3% +$15.2K 0.1% 152
2015
Q4
$585K Buy
10,548
+3,496
+50% +$193K 0.11% 119
2015
Q3
$368K Buy
+7,052
New +$394K 0.13% 92

Other funds holding MRSH