Private Trust Company’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.5K Buy
302
+101
+50% +$4.18K ﹤0.01% 1736
2025
Q1
$7.3K Hold
201
﹤0.01% 1910
2024
Q4
$7.75K Buy
201
+1
+0.5% +$39 ﹤0.01% 1836
2024
Q3
$7.27K Hold
200
﹤0.01% 1831
2024
Q2
$6.9K Hold
200
﹤0.01% 1814
2024
Q1
$6.76K Buy
+200
New +$6.76K ﹤0.01% 1798