Callan Capital’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$215K Buy
1,247
+61
+5% +$10.5K 0.02% 342
2024
Q4
$294K Sell
1,186
-82
-6% -$20.4K 0.02% 257
2024
Q3
$226K Sell
1,268
-57
-4% -$10.2K 0.02% 315
2024
Q2
$294K Buy
1,325
+555
+72% +$123K 0.02% 240
2024
Q1
$204K Buy
+770
New +$204K 0.02% 277
2022
Q1
Sell
-1,000
Closed -$252K 125
2021
Q4
$252K Buy
+1,000
New +$252K 0.04% 118