Cypress Wealth Services’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$261K	Buy	+745	New	+$261K	0.05%	257
2021 Q3	–	Sell	-1,875	Closed	-$475K	–	232
2021 Q2	$475K	Buy	+1,875	New	+$475K	0.13%	137