Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-122,520
Closed -$3.6M 761
2023
Q2
$3.6M Sell
122,520
-17,906
-13% -$496K 0.18% 84
2023
Q1
$3.76M Buy
140,426
+92
+0.1% +$2.77K 0.17% 110
2022
Q4
$4.37M Sell
140,334
-16,121
-10% -$460K 0.21% 91
2022
Q3
$3.82M Sell
156,455
-25,044
-14% -$689K 0.18% 98
2022
Q2
$4.56M Sell
181,499
-28,300
-13% -$791K 0.2% 95
2022
Q1
$6.1M Sell
209,799
-800
-0.4% -$21K 0.24% 91
2021
Q4
$5.51M Buy
+210,599
New +$5.43M 0.17% 116
2021
Q1
Sell
-201,989
Closed -$3.65M 742
2020
Q4
$3.65M Sell
201,989
-56,408
-22% -$982K 0.12% 142
2020
Q3
$4.49M Sell
258,397
-51,900
-17% -$958K 0.15% 115
2020
Q2
$6.44M Buy
+310,297
New +$5.45M 0.18% 97

Other funds holding BOX