Wellspring Financial Advisors’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	$2.01M	Buy	21,433 +7,970	+59%	+$749K	0.2%	41
2025 Q1	$969K	Hold	13,463	–	–	0.11%	59
2024 Q4	$1.1M	Sell	13,463 -1,300	-9%	-$106K	0.11%	57
2024 Q3	$820K	Hold	14,763	–	–	0.1%	65
2024 Q2	$774K	Buy	+14,763	New	+$774K	0.11%	64