Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,000
Closed -$233K 1108
2024
Q4
$233K Hold
1,000
0.01% 751
2024
Q3
$270K Hold
1,000
0.02% 622
2024
Q2
$250K Sell
1,000
-1,300
-57% -$411K 0.02% 635
2024
Q1
$825K Buy
+2,300
New +$940K 0.07% 317
2023
Q3
Sell
-1,500
Closed -$616K 943
2023
Q2
$616K Buy
+1,500
New +$437K 0.05% 343
2022
Q1
Sell
-3,000
Closed -$1.59M 1302
2021
Q4
$1.59M Hold
3,000
0.07% 297
2021
Q3
$1.42M Buy
+3,000
New +$1.21M 0.08% 326
2020
Q1
Sell
-1,500
Closed -$197K 738
2019
Q4
$197K Hold
1,500
0.01% 507
2019
Q3
$181K Buy
+1,500
New +$216K 0.01% 454

Other funds holding MDB