Orin Green Financial’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
$734K Hold
11,997
0.31% 45
2025
Q1
$596K Buy
+11,997
New +$596K 0.28% 45
2024
Q4
Sell
-8,263
Closed -$299K 48
2024
Q3
$299K Buy
8,263
+1,468
+22% +$53K 0.13% 60
2024
Q2
$232K Buy
+6,795
New +$232K 0.11% 67