Braun Stacey Associates’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-594,148	Closed	-$18.5M	–	129
2022 Q4	$18.5M	Buy	594,148 +24,770	+4%	+$771K	1.06%	41
2022 Q3	$13.9M	Buy	569,378 +205,888	+57%	+$5.02M	0.84%	55
2022 Q2	$9.14M	Buy	+363,490	New	+$9.14M	0.52%	83