Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,323
Closed -$567K 382
2025
Q1
$567K Sell
2,323
-2,140
-48% -$486K 0.02% 267
2024
Q4
$948K Sell
4,463
-189
-4% -$41.9K 0.03% 225
2024
Q3
$1.04M Buy
+4,652
New +$1.03M 0.03% 235
2024
Q2
Sell
-2,835
Closed -$584K 400
2024
Q1
$584K Sell
2,835
-4,452
-61% -$887K 0.02% 273
2023
Q4
$1.38M Buy
+7,287
New +$1.41M 0.05% 165
2023
Q3
Sell
-1,711
Closed -$322K 407
2023
Q2
$322K Sell
1,711
-642
-27% -$114K 0.02% 270
2023
Q1
$392K Sell
2,353
-228
-9% -$38K 0.02% 245
2022
Q4
$427K Buy
+2,581
New +$422K 0.02% 241

Other funds holding MRSH