Cascade Financial Partners’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
$446K Sell
4,744
-638
-12% -$60K 0.05% 170
2025
Q1
$387K Buy
5,382
+1,632
+44% +$117K 0.05% 177
2024
Q4
$306K Sell
3,750
-550
-13% -$44.9K 0.04% 186
2024
Q3
$254K Buy
+4,300
New +$254K 0.03% 207