Phillips Financial Management’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	$400K	Sell	6,529 -1,371	-17%	-$83.9K	0.03%	149
2025 Q1	$370K	Buy	7,900 +3,484	+79%	+$163K	0.03%	145
2024 Q4	$234K	Buy	+4,416	New	+$234K	0.02%	166