Hel Ved Capital Management’s MongoDB MDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,475
Closed -$785K 80
2025
Q1
$785K Sell
4,475
-4,285
-49% -$752K 0.28% 49
2024
Q4
$2.04M Buy
8,760
+5,830
+199% +$1.36M 0.6% 53
2024
Q3
$792K Sell
2,930
-1,270
-30% -$343K 0.35% 45
2024
Q2
$1.05M Buy
+4,200
New +$1.05M 0.29% 44
2024
Q1
Sell
-3,661
Closed -$1.5M 62
2023
Q4
$1.5M Sell
3,661
-3,621
-50% -$1.48M 0.43% 37
2023
Q3
$2.52M Buy
7,282
+5,085
+231% +$1.76M 0.83% 19
2023
Q2
$903K Buy
+2,197
New +$903K 0.33% 20