Cornerstone Planning Group’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 Q1	–	Sell	-1,160	Closed	-$103K	–	1599
2024 Q4	$103K	Buy	1,160 +360	+45%	+$31.9K	0.03%	112
2024 Q3	$50.8K	Buy	800 +649	+430%	+$41.2K	0.01%	186
2024 Q2	$7.07K	Buy	+151	New	+$7.07K	﹤0.01%	506