Global Financial Private Client’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	–	Sell	-16	Closed	-$662	–	845
2025 Q1	$662	Buy	16 +8	+100%	+$331	﹤0.01%	1187
2024 Q4	$353	Buy	+8	New	+$353	﹤0.01%	1059