Level Four Advisory Services’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.14M Buy
+6,098
New +$2.14M 0.08% 252
2025
Q1
Sell
-2,686
Closed -$667K 761
2024
Q4
$667K Sell
2,686
-69
-3% -$17.1K 0.03% 437
2024
Q3
$494K Sell
2,755
-1,902
-41% -$341K 0.02% 513
2024
Q2
$1.03M Buy
4,657
+2,463
+112% +$547K 0.05% 325
2024
Q1
$382K Hold
2,194
0.02% 542
2023
Q4
$382K Buy
+2,194
New +$382K 0.02% 542
2021
Q3
Sell
-1,988
Closed -$504K 496
2021
Q2
$504K Buy
+1,988
New +$504K 0.03% 395