Global Retirement Partners’s New Oriental EDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$452	Sell	8 -12	-60%	-$658	﹤0.01%	4013
2025 Q3	$1.06K	Hold	20	–	–	﹤0.01%	3512
2025 Q2	$1.08K	Buy	+20	New	+$950	﹤0.01%	3426
2024 Q1	–	Sell	-15	Closed	-$1.14K	–	3412
2023 Q4	$1.14K	Buy	+15	New	+$1.04K	﹤0.01%	2855
2021 Q3	–	Sell	-28	Closed	-$2K	–	2006
2021 Q2	$2K	Buy	28 +10	+56%	+$1.21K	﹤0.01%	1724
2021 Q1	$3K	Hold	18	–	–	﹤0.01%	1577
2020 Q4	$3K	Sell	18 -3	-14%	-$505	﹤0.01%	1529
2020 Q3	$3K	Hold	21	–	–	﹤0.01%	1415
2020 Q2	$3K	Sell	21 -6	-22%	-$731	﹤0.01%	1382
2020 Q1	$3K	Buy	27 +3	+13%	+$385	﹤0.01%	1323
2019 Q4	$3K	Sell	24 -5	-17%	-$598	﹤0.01%	1412
2019 Q3	$3K	Buy	+29	New	+$3.04K	﹤0.01%	1384