Fi3 Financial 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
$448K Sell
1,277
-68
-5% -$23.8K 0.16% 60
2025
Q1
$232K Sell
1,345
-32
-2% -$5.51K 0.09% 106
2024
Q4
$342K Buy
1,377
+10
+0.7% +$2.48K 0.13% 63
2024
Q3
$244K Sell
1,367
-4
-0.3% -$713 0.1% 83
2024
Q2
$305K Buy
1,371
+150
+12% +$33.3K 0.13% 55
2024
Q1
$273K Buy
1,221
+10
+0.8% +$2.23K 0.13% 60
2023
Q4
$211K Buy
+1,211
New +$211K 0.1% 68