Epic Trust Investment Advisors’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,250
Closed -$237K 74
2022
Q1
$237K Buy
1,250
+75
+6% +$14.2K 0.37% 61
2021
Q4
$297K Buy
+1,175
New +$297K 0.43% 57