Synergy Investment Management’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	–	Sell	-136	Closed	-$5.63K	–	296
2025 Q1	$5.63K	Hold	136	–	–	﹤0.01%	438
2024 Q4	$6.01K	Buy	+136	New	+$6.01K	﹤0.01%	435