OCM
Ovata Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.8M | Buy |
1,142,805
+381,337
| +50% | +$23.3M | 15.1% | 1 |
|
|
2025
Q1 | $35.9M | Buy |
761,468
+340,200
| +81% | +$16M | 13.63% | 2 |
|
|
2024
Q4 | $22.5M | Sell |
421,268
-179,000
| -30% | -$9.54M | 8.57% | 4 |
|
|
2024
Q3 | $21.7M | Buy |
600,268
+331,200
| +123% | +$11.9M | 9.17% | 3 |
|
|
2024
Q2 | $9.24M | Hold |
269,068
| – | – | 5.02% | 8 |
|
|
2024
Q1 | $10.9M | Buy |
+269,068
| New | +$10.9M | 5.67% | 6 |
|