Surience Private Wealth’s Coinbase COIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Buy	3,126 +641	+26%	+$225K	1.03%	24
2025 Q1	$428K	Sell	2,485 -925	-27%	-$159K	0.74%	21
2024 Q4	$847K	Buy	+3,410	New	+$847K	1.09%	19
2024 Q2	–	Sell	-879	Closed	-$233K	–	30
2024 Q1	$233K	Buy	+879	New	+$233K	0.22%	30