OneDigital Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.52M	Sell	82,250 -13,755	-14%	-$982K	0.05%	266
2025 Q4	$6.17M	Sell	96,005 -3,963	-4%	-$265K	0.06%	236
2025 Q3	$6.88M	Sell	99,968 -2,892	-3%	-$182K	0.07%	211
2025 Q2	$5.7M	Sell	102,860 -6,828	-6%	-$324K	0.06%	231
2025 Q1	$4.54M	Sell	109,688 -12,364	-10%	-$613K	0.05%	246
2024 Q4	$5.39M	Buy	122,052 +2,736	+2%	+$115K	0.06%	228
2024 Q3	$4.16M	Sell	119,316 -1,824	-2%	-$56.5K	0.05%	276
2024 Q2	$3.71M	Buy	121,140 +39,412	+48%	+$1.18M	0.05%	281
2024 Q1	$2.28M	Buy	81,728 +2,388	+3%	+$59.5K	0.04%	305
2023 Q4	$1.64M	Sell	79,340 -2,484	-3%	-$50.8K	0.03%	355
2023 Q3	$1.77M	Buy	81,824 +764	+0.9%	+$17K	0.04%	300
2023 Q2	$1.68M	Buy	81,060 +5,580	+7%	+$110K	0.04%	306
2023 Q1	$1.56M	Buy	+75,480	New	+$1.54M	0.04%	316