Cape Investment Advisory’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Sell
289
-16
-5% -$5.61K 0.04% 265
2025
Q1
$52.5K Hold
305
0.02% 331
2024
Q4
$75.7K Sell
305
-49
-14% -$12.2K 0.03% 272
2024
Q3
$63.1K Hold
354
0.03% 294
2024
Q2
$78.7K Buy
354
+17
+5% +$3.78K 0.04% 248
2024
Q1
$89.3K Sell
337
-14
-4% -$3.71K 0.04% 233
2023
Q4
$61K Buy
351
+128
+57% +$22.3K 0.03% 314
2023
Q3
$16.7K Sell
223
-115
-34% -$8.63K 0.01% 474
2023
Q2
$24.2K Buy
338
+25
+8% +$1.79K 0.01% 410
2023
Q1
$21.1K Buy
+313
New +$21.1K 0.01% 410