Chokshi & Queen Wealth Advisors’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.89M Sell
8,235
-3,400
-29% -$1.19M 1.65% 12
2025
Q1
$2M Buy
11,635
+9,400
+421% +$1.62M 1.22% 13
2024
Q4
$555K Buy
+2,235
New +$555K 0.34% 28