Mount Yale Investment Advisors’s MongoDB MDB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$105K	Buy	+499	New	+$105K	0.01%	649
2024 Q2	–	Sell	-572	Closed	-$205K	–	555
2024 Q1	$205K	Sell	572 -34	-6%	-$12.2K	0.02%	512
2023 Q4	$248K	Buy	+606	New	+$248K	0.02%	450