NOI
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Newton One Investments’s VanEck Bitcoin Trust HODL Stock Holding History

Newton One Investments’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.93K Sell
518
-1,324
-72% -$28.6K ﹤0.01% 101
2025
Q4 		$45.6K Buy
1,842
+335
+22% +$9.48K 0.01% 72
2025
Q3 		$48.8K Buy
1,507
+183
+14% +$5.93K 0.01% 71
2025
Q2 		$40.3K Hold
1,324
– – 0.01% 75
2025
Q1 		$30.9K Hold
1,324
– – 0.01% 74
2024
Q4 		$35K Buy
+1,324
New +$31.1K 0.01% 73
2024
Q3 		– Sell
-1,324
Closed -$22.5K – 68
2024
Q2 		$22.5K Hold
1,324
– – 0.01% 73
2024
Q1 		$26.6K Buy
+1,324
New +$20.5K 0.01% 72

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TI
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BFG
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BFG
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SC
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AssetMark Inc
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GI
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Northwestern Mutual Wealth Management
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