Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$225K Sell
1,300
-56
-4% -$10.1K ﹤0.01% 236
2025
Q4
$252K Hold
1,356
﹤0.01% 223
2025
Q3
$273K Sell
1,356
-18
-1% -$3.7K ﹤0.01% 214
2025
Q2
$300K Sell
1,374
-75
-5% -$16.9K ﹤0.01% 197
2025
Q1
$354K Buy
1,449
+75
+5% +$17K ﹤0.01% 179
2024
Q4
$292K Hold
1,374
﹤0.01% 197
2024
Q3
$307K Buy
1,374
+36
+3% +$7.99K ﹤0.01% 185
2024
Q2
$282K Sell
1,338
-840
-39% -$173K ﹤0.01% 189
2024
Q1
$449K Buy
2,178
+19
+0.9% +$3.79K ﹤0.01% 167
2023
Q4
$409K Sell
2,159
-13
-0.6% -$2.51K ﹤0.01% 181
2023
Q3
$413K Hold
2,172
﹤0.01% 173
2023
Q2
$409K Buy
2,172
+32
+1% +$5.68K ﹤0.01% 179
2023
Q1
$356K Buy
2,140
+656
+44% +$109K ﹤0.01% 189
2022
Q4
$246K Buy
1,484
+48
+3% +$7.85K ﹤0.01% 203
2022
Q3
$214K Hold
1,436
﹤0.01% 207
2022
Q2
$223K Sell
1,436
-848
-37% -$136K ﹤0.01% 189
2022
Q1
$389K Buy
2,284
+800
+54% +$126K ﹤0.01% 176
2021
Q4
$258K Buy
+1,484
New +$247K ﹤0.01% 194
2018
Q3
Sell
-2,466
Closed -$202K 220
2018
Q2
$202K Hold
2,466
﹤0.01% 205
2018
Q1
$204K Sell
2,466
-900
-27% -$74.6K ﹤0.01% 196
2017
Q4
$274K Hold
3,366
﹤0.01% 184
2017
Q3
$282K Hold
3,366
﹤0.01% 178
2017
Q2
$262K Sell
3,366
-1,644
-33% -$124K ﹤0.01% 181
2017
Q1
$370K Hold
5,010
﹤0.01% 161
2016
Q4
$339K Hold
5,010
﹤0.01% 159
2016
Q3
$337K Buy
+5,010
New +$336K ﹤0.01% 157

Other funds holding MRSH