WealthPlan 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 Q2	$1.37M	Buy	14,592 +2,044	+16%	+$192K	0.1%	157
2025 Q1	$903K	Buy	12,548 +3,819	+44%	+$275K	0.09%	137
2024 Q4	$712K	Buy	8,729 +3,197	+58%	+$261K	0.07%	146
2024 Q3	$307K	Buy	5,532 +794	+17%	+$44.1K	0.03%	205
2024 Q2	$249K	Buy	+4,738	New	+$249K	0.04%	167