TriaGen Wealth Management’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-116,848	Closed	-$2.53M	–	168
2023 Q3	$2.53M	Buy	116,848 +78,980	+209%	+$1.71M	1.29%	15
2023 Q2	$786K	Buy	37,868 +23,700	+167%	+$492K	0.36%	71
2023 Q1	$292K	Sell	14,168 -832	-6%	-$17.2K	0.15%	125
2022 Q4	$271K	Buy	+15,000	New	+$271K	0.15%	139