Copia Wealth Management’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	$1.73M	Buy	28,213 +2,749	+11%	+$168K	1.46%	18
2025 Q1	$1.19M	Buy	25,464 +1,636	+7%	+$76.6K	1.1%	23
2024 Q4	$1.26M	Buy	+23,828	New	+$1.26M	1.2%	22