Clearstead Trust’s MongoDB MDB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$630	Sell	3 -1	-25%	-$210	﹤0.01%	1283
2025 Q1	$702	Buy	+4	New	+$702	﹤0.01%	846
2021 Q1	–	Sell	-32	Closed	-$11K	–	142
2020 Q4	$11K	Buy	+32	New	+$11K	0.01%	153