Forum Financial Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Sell
3,596
-15
-0.4% -$1.27K ﹤0.01% 660
2025
Q1
$235K Sell
3,611
-385
-10% -$25.1K ﹤0.01% 725
2024
Q4
$296K Sell
3,996
-1,405
-26% -$104K ﹤0.01% 626
2024
Q3
$273K Sell
5,401
-571
-10% -$28.8K ﹤0.01% 563
2024
Q2
$287K Sell
5,972
-1,827
-23% -$87.9K 0.01% 497
2024
Q1
$445K Buy
+7,799
New +$445K 0.01% 363