Aspiriant LLC’s Box BOX Stock Holding History

Aspiriant LLC’s Portfolio BOX Stock Details BOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$294K	Buy	8,610 +10	+0.1%	+$342	0.01%	257
2025 Q1	$265K	Sell	8,600 -448	-5%	-$13.8K	0.01%	250
2024 Q4	$286K	Buy	9,048 +427	+5%	+$13.5K	0.01%	238
2024 Q3	$282K	Buy	8,621 +35	+0.4%	+$1.15K	0.01%	241
2024 Q2	$227K	Sell	8,586 -112	-1%	-$2.96K	0.01%	260
2024 Q1	$246K	Sell	8,698 -98	-1%	-$2.78K	0.01%	281
2023 Q4	$225K	Sell	8,796 -271	-3%	-$6.94K	0.01%	276
2023 Q3	$220K	Buy	9,067 +267	+3%	+$6.46K	0.01%	262
2023 Q2	$259K	Hold	8,800	–	–	0.01%	247
2023 Q1	$236K	Hold	8,800	–	–	0.01%	249
2022 Q4	$274K	Buy	8,800 +214	+2%	+$6.66K	0.01%	223
2022 Q3	$209K	Hold	8,586	–	–	0.01%	247
2022 Q2	$216K	Hold	8,586	–	–	0.01%	254
2022 Q1	$250K	Hold	8,586	–	–	0.01%	241
2021 Q4	$225K	Hold	8,586	–	–	0.01%	255
2021 Q3	$203K	Hold	8,586	–	–	0.01%	226
2021 Q2	$219K	Buy	+8,586	New	+$219K	0.01%	223
2021 Q1	–	Sell	-54,514	Closed	-$984K	–	202
2020 Q4	$984K	Buy	54,514 +3,758	+7%	+$67.8K	0.07%	101
2020 Q3	$881K	Buy	50,756 +1,398	+3%	+$24.3K	0.07%	106
2020 Q2	$1.02M	Buy	49,358 +1,275	+3%	+$26.5K	0.1%	78
2020 Q1	$676K	Buy	48,083 +163	+0.3%	+$2.29K	0.07%	104
2019 Q4	$804K	Buy	47,920 +837	+2%	+$14K	0.07%	106
2019 Q3	$780K	Buy	47,083 +3,412	+8%	+$56.5K	0.07%	120
2019 Q2	$769K	Buy	43,671 +1,887	+5%	+$33.2K	0.06%	128
2019 Q1	$807K	Buy	41,784 +98	+0.2%	+$1.89K	0.07%	127
2018 Q4	$704K	Buy	41,686 +8,941	+27%	+$151K	0.05%	126
2018 Q3	$783K	Buy	32,745 +242	+0.7%	+$5.79K	0.07%	122
2018 Q2	$812K	Sell	32,503 -2,242	-6%	-$56K	0.07%	121
2018 Q1	$714K	Buy	+34,745	New	+$714K	0.06%	125
2017 Q4	–	Sell	-34,822	Closed	-$673K	–	96
2017 Q3	$673K	Sell	34,822 -534	-2%	-$10.3K	0.06%	127
2017 Q2	$645K	Buy	35,356 +5,298	+18%	+$96.7K	0.06%	133
2017 Q1	$490K	Buy	+30,058	New	+$490K	0.04%	149