FAM
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Forte Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4M Sell
65,425
-22,733
-26% -$1.39M 2.04% 20
2025
Q1
$4.13M Buy
88,158
+14,105
+19% +$660K 2.08% 19
2024
Q4
$3.93M Sell
74,053
-15,652
-17% -$830K 2.09% 18
2024
Q3
$3.24M Buy
89,705
+61,966
+223% +$2.24M 1.73% 20
2024
Q2
$947K Buy
+27,739
New +$947K 0.56% 39