KWM

Kolinsky Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$440K	Buy	+8,289	New	+$440K	0.27%	81
2024 Q3	–	Sell	-9,956	Closed	-$340K	–	179
2024 Q2	$340K	Buy	9,956 +75	+0.8%	+$2.56K	0.24%	93
2024 Q1	$400K	Buy	+9,881	New	+$400K	0.31%	74