Retirement Guys Formula’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	$210K	Buy	+3,783	New	+$210K	0.08%	137
2025 Q1	–	Sell	-5,256	Closed	-$232K	–	152
2024 Q4	$232K	Buy	+5,256	New	+$232K	0.12%	119