LBWM
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Left Brain Wealth Management’s Interactive Brokers IBKR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,344
Closed -$3.37M 106
2025
Q1
$3.37M Buy
20,344
+18,811
+1,227% +$3.11M 1.47% 27
2024
Q4
$271K Buy
+1,533
New +$271K 0.1% 82