Gradient Capital 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
-2,133
Closed -$405K 116
2022
Q1
$405K Sell
2,133
-143
-6% -$27.2K 0.17% 90
2021
Q4
$574K Buy
+2,276
New +$574K 0.24% 77