Fidelis Capital Partners’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
$287K Sell
4,494
-306
-6% -$19.5K 0.03% 358
2025
Q1
$203K Sell
4,800
-60
-1% -$2.54K 0.02% 407
2024
Q4
$272K Buy
+4,860
New +$272K 0.03% 354