Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$254K Sell
1,525
-73
-5% -$12.2K 0.05% 247
2026
Q1
$277K Buy
1,598
+54
+3% +$9.71K 0.06% 179
2025
Q4
$286K Sell
1,544
-194
-11% -$36.3K 0.07% 161
2025
Q3
$350K Sell
1,738
-50
-3% -$10.3K 0.1% 112
2025
Q2
$391K Buy
1,788
+7
+0.4% +$1.58K 0.12% 84
2025
Q1
$435K Buy
1,781
+38
+2% +$8.62K 0.16% 67
2024
Q4
$370K Buy
1,743
+3
+0.2% +$666 0.14% 72
2024
Q3
$385K Buy
1,740
+19
+1% +$4.22K 0.14% 71
2024
Q2
$377K Buy
1,721
+22
+1% +$4.52K 0.16% 62
2024
Q1
$349K Buy
1,699
+9
+0.5% +$1.79K 0.16% 66
2023
Q4
$327K Sell
1,690
-34
-2% -$6.57K 0.16% 57
2023
Q3
$345K Buy
1,724
+140
+9% +$26.8K 0.22% 47
2023
Q2
$298K Buy
1,584
+83
+6% +$14.7K 0.2% 42
2023
Q1
$272K Buy
+1,501
New +$250K 0.2% 42

Other funds holding MRSH