Impact Partnership Wealth’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,636	Closed	-$646K	–	301
2024 Q4	$646K	Sell	14,636 -3,092	-17%	-$137K	0.13%	92
2024 Q3	$618K	Sell	17,728 -812	-4%	-$28.3K	0.14%	93
2024 Q2	$568K	Buy	+18,540	New	+$568K	0.15%	90