Valeo Financial 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	$3.95M	Buy	64,499 +23,647	+58%	+$1.45M	0.1%	106
2025 Q1	$1.91M	Buy	40,852 +18,749	+85%	+$878K	0.05%	166
2024 Q4	$1.17M	Buy	+22,103	New	+$1.17M	0.03%	224