Capstone Financial Advisors’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
Q1
Sell
-6,592
Closed -$350K 159
2024
Q4
$350K Buy
+6,592
New +$350K 0.02% 109