GeoWealth Management’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$143K	Buy	+408	New	+$143K	0.01%	734
2025 Q1	–	Sell	-423	Closed	-$105K	–	1210
2024 Q4	$105K	Buy	423 +71	+20%	+$17.6K	﹤0.01%	954
2024 Q3	$62.7K	Buy	+352	New	+$62.7K	﹤0.01%	1012