Capasso Planning Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$978K Sell
15,981
-1,742
-10% -$107K 0.55% 32
2025
Q1
$830K Sell
17,723
-7,278
-29% -$341K 0.35% 48
2024
Q4
$1.33M Buy
+25,001
New +$1.33M 0.53% 40