Plante Moran Financial Advisors’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	-240	Closed	-$10.6K	–	874
2024 Q4	$10.6K	Buy	+240	New	+$10.6K	﹤0.01%	567
2019 Q4	–	Sell	-1,772	Closed	-$24K	–	812
2019 Q3	$24K	Buy	+1,772	New	+$24K	0.01%	460