GeoWealth Management’s MongoDB MDB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-355	Closed	-$82.6K	–	1511
2024 Q4	$82.6K	Sell	355 -111	-24%	-$25.8K	﹤0.01%	1020
2024 Q3	$126K	Buy	+466	New	+$126K	﹤0.01%	840