Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,530
Closed -$617K 56
2025
Q1
$617K Buy
2,530
+724
+40% +$164K 2.71% 4
2024
Q4
$384K Buy
1,806
+464
+35% +$103K 1.97% 33
2024
Q3
$299K Buy
1,342
+174
+15% +$38.6K 1.63% 41
2024
Q2
$242K Buy
+1,168
New +$240K 1.46% 34
2021
Q3
Sell
-6,419
Closed -$903K 214
2021
Q2
$903K Buy
+6,419
New +$861K 0.4% 100
2020
Q1
Sell
-6,926
Closed -$772K 103
2019
Q4
$772K Buy
+6,926
New +$723K 0.29% 78
2018
Q3
Sell
-3,369
Closed -$276K 165
2018
Q2
$276K Buy
+3,369
New +$275K 0.19% 81

Other funds holding MRSH