Kathleen S. Wright Associates’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	$6.12K	Buy	+100	New	+$6.12K	﹤0.01%	229
2025 Q1	–	Sell	-470	Closed	-$26.5K	–	257
2024 Q4	$26.5K	Buy	470 +70	+18%	+$3.95K	0.01%	179
2024 Q3	$13.5K	Hold	400	–	–	0.01%	237
2024 Q2	$14.5K	Buy	+400	New	+$14.5K	0.01%	181