SFA
BTC

Sequoia Financial Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Sequoia Financial Advisors’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$490K Sell
10,265
-1,005
-9% -$48K ﹤0.01% 997
2025
Q1 		$411K Buy
+11,270
New +$411K ﹤0.01% 927
2024
Q4 		– Sell
-35,850
Closed -$1.01M – 1414
2024
Q3 		$1.01M Buy
+35,850
New +$1.01M 0.01% 541