Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Hold
0
1006
2024
Q4
Hold
0
1047
2024
Q3
Hold
0
1116
2024
Q2
Hold
0
1060
2024
Q1
Hold
0
843
2023
Q4
Sell
-2,860
Closed -$553K 1229
2023
Q3
$544K Buy
+2,860
New +$548K 0.06% 786
2023
Q2
Hold
0
1113
2023
Q1
Hold
0
1155
2022
Q4
Sell
-4,000
Closed -$654K 1078
2022
Q3
$597K Buy
+4,000
New +$642K 0.08% 729
2022
Q2
Hold
0
1134
2022
Q1
Hold
0
1172
2021
Q4
Hold
0
1146
2021
Q3
Hold
0
1288
2021
Q2
Hold
0
1319
2021
Q1
Hold
0
1327
2020
Q4
Hold
0
797
2020
Q3
Hold
0
766
2020
Q1
Hold
0
423
2019
Q4
Hold
0
436

Other funds holding MRSH