Venturi Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-97	Closed	-$3.51K	–	1979
2024 Q3	$3.51K	Sell	97 -12,352	-99%	-$446K	﹤0.01%	1568
2024 Q2	$425K	Buy	+12,449	New	+$425K	0.03%	300