Fernwood Investment 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
2024 Q4	$508K	Hold	9,584	–	–	0.18%	106
2024 Q3	$346K	Buy	9,584 +555	+6%	+$20.1K	0.11%	145
2024 Q2	$308K	Buy	9,029 +2,165	+32%	+$73.9K	0.1%	160
2024 Q1	$278K	Buy	+6,864	New	+$278K	0.08%	170