Optimize Financial’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$617K Sell
1,760
-12
-0.7% -$4.21K 0.38% 82
2025
Q1
$305K Sell
1,772
-477
-21% -$82.2K 0.22% 146
2024
Q4
$558K Buy
+2,249
New +$558K 0.42% 62