AssetMark Inc’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.6K	Buy	76 +50	+192%	+$1.71K	﹤0.01%	2351
2025 Q1	$802	Sell	26 -156	-86%	-$4.81K	﹤0.01%	2334
2024 Q4	$5.75K	Buy	182 +130	+250%	+$4.11K	﹤0.01%	1900
2024 Q3	$1.7K	Buy	+52	New	+$1.7K	﹤0.01%	1906