Bernard Wealth Management’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$78.9K	Hold	225	–	–	0.04%	104
2025 Q1	$38.8K	Hold	225	–	–	0.02%	139
2024 Q4	$55.9K	Buy	+225	New	+$55.9K	0.03%	115