Smallwood Wealth Investment Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$370K	Hold	5,146	–	–	0.23%	50
2024 Q4	$420K	Buy	+5,146	New	+$420K	0.29%	50
2024 Q3	–	Sell	-6,803	Closed	-$357K	–	72
2024 Q2	$357K	Buy	+6,803	New	+$357K	0.28%	53