Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,062
Closed -$214K 158
2025
Q3
$214K Sell
1,062
-138
-12% -$28.4K 0.05% 138
2025
Q2
$262K Buy
1,200
+16
+1% +$3.61K 0.07% 115
2025
Q1
$289K Buy
1,184
+3
+0.3% +$681 0.08% 101
2024
Q4
$251K Buy
1,181
+46
+4% +$10.2K 0.07% 114
2024
Q3
$253K Buy
1,135
+163
+17% +$36.2K 0.07% 114
2024
Q2
$205K Sell
972
-48
-5% -$9.86K 0.05% 120
2024
Q1
$210K Buy
+1,020
New +$203K 0.05% 118
2022
Q2
Sell
-1,263
Closed -$215K 181
2022
Q1
$215K Hold
1,263
0.03% 188
2021
Q4
$220K Buy
+1,263
New +$210K 0.03% 191
2021
Q3
Sell
-1,428
Closed -$201K 210
2021
Q2
$201K Buy
+1,428
New +$191K 0.03% 209

Other funds holding MRSH