LRI Investments’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	$306K	Hold	5,000	–	–	0.03%	227
2025 Q1	$234K	Hold	5,000	–	–	0.02%	242
2024 Q4	$265K	Buy	+5,000	New	+$265K	0.03%	220