First Trust Direct Indexing’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,595	Closed	-$641K	–	184
2024 Q3	$641K	Sell	3,595 -440	-11%	-$78.4K	0.03%	470
2024 Q2	$897K	Buy	4,035 +218	+6%	+$48.4K	0.06%	334
2024 Q1	$1.01M	Buy	3,817 +790	+26%	+$209K	0.08%	293
2023 Q4	$526K	Buy	+3,027	New	+$526K	0.05%	434