Baker Tilly Wealth Management’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,991	Closed	-$378K	–	501
2022 Q1	$378K	Buy	1,991 +77	+4%	+$14.6K	0.04%	398
2021 Q4	$483K	Sell	1,914 -1,352	-41%	-$341K	0.05%	355
2021 Q3	$743K	Hold	3,266	–	–	0.1%	226
2021 Q2	$827K	Buy	+3,266	New	+$827K	0.13%	172