Castle Rock 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	$376K	Sell	885 -4,078	-82%	-$1.73M	0.09%	176
2025 Q1	$861K	Buy	+4,963	New	+$861K	0.23%	112
2024 Q4	–	Sell	-7,643	Closed	-$1.31M	–	238
2024 Q3	$1.31M	Buy	+7,643	New	+$1.31M	0.31%	91