Aries Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.25M	Buy	13,262 +680	+5%	+$63.9K	0.33%	79
2025 Q1	$906K	Buy	12,582 +2,241	+22%	+$161K	0.25%	92
2024 Q4	$844K	Buy	10,341 +2,180	+27%	+$178K	0.23%	100
2024 Q3	$453K	Buy	8,161 +3,205	+65%	+$178K	0.12%	144
2024 Q2	$260K	Buy	+4,956	New	+$260K	0.08%	174