Clearstead Trust’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.4K	Buy	41 +24	+141%	+$8.41K	﹤0.01%	506
2025 Q1	$2.93K	Hold	17	–	–	﹤0.01%	716
2024 Q4	$4.22K	Buy	+17	New	+$4.22K	﹤0.01%	393
2024 Q1	–	Sell	-2	Closed	-$348	–	432
2023 Q4	$348	Buy	+2	New	+$348	﹤0.01%	409