Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-266
Closed -$58.2K 502
2025
Q2
$58.2K Hold
266
0.04% 348
2025
Q1
$64.9K Buy
+266
New +$60.4K 0.04% 330
2024
Q4
Sell
-4,062
Closed -$906K 492
2024
Q3
$906K Buy
+4,062
New +$902K 0.42% 94
2023
Q2
Sell
-5,114
Closed -$852K 464
2023
Q1
$852K Buy
5,114
+131
+3% +$21.8K 0.47% 77
2022
Q4
$825K Buy
4,983
+685
+16% +$112K 0.43% 61
2022
Q3
$642K Buy
4,298
+85
+2% +$13.6K 0.26% 148
2022
Q2
$654K Buy
+4,213
New +$675K 0.24% 157
2020
Q3
Sell
-262
Closed -$28K 390
2020
Q2
$28K Buy
+262
New +$26.5K 0.01% 359

Other funds holding MRSH