Strategic Planning Group’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.81M	Buy	16,585 +3,288	+25%	+$1.15M	0.94%	37
2025 Q1	$2.29M	Buy	13,297 +1,469	+12%	+$253K	0.45%	66
2024 Q4	$2.94M	Buy	+11,828	New	+$2.94M	0.54%	61