Cottonwood Capital Advisors’s Interactive Brokers IBKR Stock Holding History

Cottonwood Capital Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$775K	Sell
2025 Q1	$586K	Sell
2024 Q4	$630K	Buy
2024 Q3	$256K	Sell
2024 Q2	$230K	Sell
2024 Q1	$362K	Sell
2023 Q4	$296K	Buy
2023 Q3	$227K	Buy