Drive Wealth Management’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-717	Closed	-$242K	–	387
2025 Q3	$242K	Buy	+717	New	+$243K	0.05%	288
2024 Q1	–	Sell	-2,510	Closed	-$437K	–	321
2023 Q4	$437K	Sell	2,510 -4,931	-66%	-$538K	0.14%	135
2023 Q3	$559K	Sell	7,441 -1	-0%	-$84	0.2%	99
2023 Q2	$532K	Sell	7,442 -3,047	-29%	-$182K	0.2%	109
2023 Q1	$709K	Buy	10,489 +74	+0.7%	+$4.43K	0.3%	85
2022 Q4	$369K	Sell	10,415 -42	-0.4%	-$2.21K	0.18%	129
2022 Q3	$674K	Buy	10,457 +37	+0.4%	+$2.58K	0.64%	37
2022 Q2	$490K	Buy	10,420 +5	+0%	+$476	0.45%	61
2022 Q1	$1.98M	Sell	10,415 -37,972	-78%	-$7.42M	1.67%	10
2021 Q4	$12.2M	Buy	+48,387	New	+$14.1M	10.74%	1