Global Retirement Partners’s MongoDB MDB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.14M	Sell	5,090 -459	-8%	-$167K	0.04%	417
2025 Q3	$1.72M	Buy	5,549 +5,284	+1,994%	+$1.36M	0.04%	396
2025 Q2	$55.6K	Buy	+265	New	+$49K	﹤0.01%	1716
2024 Q4	$453K	Buy	1,945 +1,830	+1,591%	+$517K	0.01%	668
2024 Q3	$31.1K	Buy	115 +39	+51%	+$10.1K	﹤0.01%	1780
2024 Q2	$19K	Sell	76 -266	-78%	-$84K	﹤0.01%	2010
2024 Q1	$123K	Buy	342 +229	+203%	+$93.6K	﹤0.01%	990
2023 Q4	$45.8K	Sell	113 -27	-19%	-$10.2K	﹤0.01%	1412
2023 Q3	$47K	Buy	140 +8	+6%	+$3.04K	﹤0.01%	1306
2023 Q2	$54.3K	Sell	132 -2	-1%	-$583	﹤0.01%	1233
2023 Q1	$29.6K	Buy	134 +104	+347%	+$21.8K	﹤0.01%	1475
2022 Q4	$5.91K	Buy	30 +25	+500%	+$4.45K	﹤0.01%	1968
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	2509
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	2481
2022 Q1	$1K	Buy	+5	New	+$1.96K	﹤0.01%	2450
2021 Q4	–	Sell	-5	Closed	-$2K	–	1166
2021 Q3	$2K	Buy	+5	New	+$2.01K	﹤0.01%	1836