Great Valley Advisor Group’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	+4,808	New	+$267K	0.01%	775
2025 Q1	–	Sell	-4,680	Closed	-$206K	–	893
2024 Q4	$206K	Buy	+4,680	New	+$206K	﹤0.01%	812