Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$868K Buy
4,998
+70
+1% +$12.6K 0.12% 123
2025
Q4
$914K Sell
4,928
-132
-3% -$24.7K 0.12% 132
2025
Q3
$1.02M Sell
5,060
-46
-0.9% -$9.46K 0.13% 116
2025
Q2
$1.11M Sell
5,106
-59
-1% -$13.3K 0.16% 101
2025
Q1
$1.26M Buy
5,165
+334
+7% +$75.8K 0.19% 81
2024
Q4
$1.03M Buy
+4,831
New +$1.07M 0.16% 100
2023
Q3
Sell
-1,778
Closed -$334K 695
2023
Q2
$334K Sell
1,778
-4,072
-70% -$723K 0.08% 294
2023
Q1
$974K Buy
5,850
+66
+1% +$11K 0.23% 117
2022
Q4
$957K Sell
5,784
-160
-3% -$26.2K 0.29% 117
2022
Q3
$888K Sell
5,944
-212
-3% -$34K 0.26% 132
2022
Q2
$956K Sell
6,156
-172
-3% -$27.6K 0.25% 133
2022
Q1
$1.06M Sell
6,328
-10,381
-62% -$1.64M 0.25% 119
2021
Q4
$1.09M Buy
16,709
+10,119
+154% +$1.68M 0.24% 103
2021
Q3
$998K Buy
6,590
+4,728
+254% +$715K 0.28% 95
2021
Q2
$226K Hold
1,862
0.11% 174
2021
Q1
$226K Buy
1,862
+1,735
+1,366% +$200K 0.1% 182
2020
Q4
$15K Buy
+127
New +$14.4K 0.01% 204

Other funds holding MRSH