Harvest Portfolios Group’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$82.6M	Buy	472,770 +96,192	+26%	+$18.9M	1.36%	17
2025 Q4	$85.2M	Buy	376,578 +67,082	+22%	+$20M	1.48%	15
2025 Q3	$104M	Buy	309,496 +92,292	+42%	+$31.3M	1.93%	13
2025 Q2	$76.1M	Buy	217,204 +106,630	+96%	+$24.9M	1.77%	10
2025 Q1	$19M	Buy	110,574 +105,869	+2,250%	+$25.6M	0.56%	57
2024 Q4	$1.17M	Sell	4,705 -210	-4%	-$53.3K	0.04%	172
2024 Q3	$876K	Sell	4,915 -48	-1%	-$9.62K	0.03%	184
2024 Q2	$1.1M	Sell	4,963 -2,042	-29%	-$470K	0.04%	142
2024 Q1	$1.86M	Sell	7,005 -1,992	-22%	-$358K	0.07%	125
2023 Q4	$1.56M	Sell	8,997 -2,981	-25%	-$326K	0.07%	126
2023 Q3	$899K	Sell	11,978 -2,928	-20%	-$247K	0.04%	142
2023 Q2	$1.07M	Sell	14,906 -231	-2%	-$13.8K	0.05%	142
2023 Q1	$1.02M	Sell	15,137 -4,793	-24%	-$287K	0.05%	138
2022 Q4	$705K	Buy	+19,930	New	+$1.05M	0.04%	137