Ameliora Wealth Management’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
4,824
+1,768
+58% +$98K 0.1% 89
2025
Q1
$127K Buy
+3,056
New +$127K 0.05% 121