Caldwell Investment 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	$1.68M	Buy	30,400 +3,200	+12%	+$177K	1.46%	14
2025 Q1	$1.11M	Hold	27,200	–	–	0.83%	23
2024 Q4	$1.22M	Buy	+27,200	New	+$1.22M	0.82%	29