LRI Investments’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	$230K	Buy	4,153 +657	+19%	+$36.4K	0.02%	260
2025 Q1	$145K	Sell	3,496 -3,088	-47%	-$128K	0.01%	328
2024 Q4	$291K	Hold	6,584	–	–	0.03%	205
2024 Q3	$293K	Sell	6,584 -252	-4%	-$11.2K	0.03%	215
2024 Q2	$209K	Buy	+6,836	New	+$209K	0.02%	241