HB Wealth 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	$554K	Buy	10,004 +1,124	+13%	+$62.3K	﹤0.01%	687
2025 Q1	$368K	Buy	8,880 +1,356	+18%	+$56.1K	﹤0.01%	867
2024 Q4	$332K	Buy	+7,524	New	+$332K	﹤0.01%	760