San Luis Wealth Advisors’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	–	Sell	-10,196	Closed	-$178K	–	146
2025 Q1	$178K	Buy	10,196 +3,509	+52%	+$61.3K	0.04%	129
2024 Q4	$355K	Buy	6,687 +540	+9%	+$28.7K	0.07%	113
2024 Q3	$222K	Hold	6,147	–	–	0.05%	130
2024 Q2	$210K	Buy	+6,147	New	+$210K	0.05%	123