Cape Investment Advisory’s Box BOX Stock Holding History

Cape Investment Advisory’s Portfolio BOX Stock Details BOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$5.43K	Hold
2024 Q4	$5.56K	Buy
2024 Q3	$4.75K	Buy
2024 Q1	–	Sell
2023 Q4	$23.6K	Buy