Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,000
Closed -$403K 524
2025
Q3
$403K Hold
2,000
0.01% 473
2025
Q2
$437K Hold
2,000
0.01% 455
2025
Q1
$488K Hold
2,000
0.01% 428
2024
Q4
$425K Hold
2,000
0.01% 439
2024
Q3
$446K Buy
2,000
+1,000
+100% +$222K 0.01% 439
2024
Q2
$211K Hold
1,000
﹤0.01% 465
2024
Q1
$206K Buy
+1,000
New +$199K ﹤0.01% 467
2020
Q1
Sell
-2,000
Closed -$223K 522
2019
Q4
$223K Hold
2,000
﹤0.01% 499
2019
Q3
$200K Buy
+2,000
New +$200K ﹤0.01% 488

Other funds holding MRSH