World Equity Group’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	-8,288	Closed	-$366K	–	327
2024 Q4	$366K	Buy	+8,288	New	+$366K	0.08%	235
2023 Q2	–	Sell	-144,120	Closed	-$859K	–	423
2023 Q1	$859K	Buy	+144,120	New	+$859K	0.13%	186