Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-13,578
Closed -$2.97M 85
2025
Q2
$2.97M Hold
13,578
0.37% 46
2025
Q1
$3.31M Sell
13,578
-3,943
-23% -$895K 0.46% 37
2024
Q4
$3.72M Hold
17,521
0.47% 32
2024
Q3
$3.91M Hold
17,521
0.5% 35
2024
Q2
$3.69M Sell
17,521
-3,737
-18% -$768K 0.5% 33
2024
Q1
$4.38M Hold
21,258
0.55% 30
2023
Q4
$4.03M Hold
21,258
0.58% 28
2023
Q3
$4.05M Buy
21,258
+4,778
+29% +$916K 0.62% 26
2023
Q2
$3.1M Hold
16,480
0.47% 36
2023
Q1
$2.74M Buy
16,480
+5,640
+52% +$940K 0.42% 37
2022
Q4
$1.79M Buy
10,840
+682
+7% +$112K 0.28% 38
2022
Q3
$1.52M Buy
10,158
+2,266
+29% +$364K 0.26% 38
2022
Q2
$1.23M Buy
7,892
+2,989
+61% +$479K 0.2% 47
2022
Q1
$836K Buy
4,903
+2,422
+98% +$382K 0.12% 65
2021
Q4
$431K Buy
+2,481
New +$412K 0.05% 85

Other funds holding MRSH