KG&L Capital 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
$236K Sell
4,264
-4,356
-51% -$241K 0.07% 174
2025
Q1
$357K Sell
8,620
-1,080
-11% -$44.7K 0.12% 146
2024
Q4
$428K Buy
9,700
+240
+3% +$10.6K 0.14% 135
2024
Q3
$330K Buy
+9,460
New +$330K 0.11% 155