Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,484
Closed -$282K 2422
2023
Q4
$268K Sell
10,484
-11,771
-53% -$298K 0.04% 627
2023
Q3
$538K Buy
22,255
+20,055
+912% +$573K 0.09% 401
2023
Q2
$64K Buy
2,200
+2,147
+4,051% +$59.5K 0.02% 1164
2023
Q1
$1K Sell
53
-9,626
-99% -$290K ﹤0.01% 3349
2022
Q4
$301K Buy
9,679
+5,727
+145% +$163K 0.04% 611
2022
Q3
$96K Sell
3,952
-11,085
-74% -$305K 0.01% 1415
2022
Q2
$378K Sell
15,037
-31,920
-68% -$892K 0.05% 656
2022
Q1
$1.36M Sell
46,957
-1,793
-4% -$47.2K 0.13% 305
2021
Q4
$1.28M Buy
48,750
+25,791
+112% +$664K 0.09% 382
2021
Q3
$543K Buy
22,959
+22,346
+3,645% +$549K 0.04% 745
2021
Q2
$15K Sell
613
-39,388
-98% -$918K ﹤0.01% 3534
2021
Q1
$918K Buy
40,001
+24,216
+153% +$471K 0.08% 486
2020
Q4
$284K Buy
15,785
+13,482
+585% +$235K 0.02% 893
2020
Q3
$39K Sell
2,303
-13,356
-85% -$247K ﹤0.01% 1953
2020
Q2
$325K Buy
15,659
+5,654
+57% +$99.3K 0.03% 638
2020
Q1
$140K Buy
10,005
+9,821
+5,338% +$146K 0.01% 1155
2019
Q4
$3K Sell
184
-438
-70% -$7.35K ﹤0.01% 3243
2019
Q3
$10K Sell
622
-7,015
-92% -$113K ﹤0.01% 2617
2019
Q2
$134K Buy
7,637
+4,029
+112% +$77.1K 0.02% 934
2019
Q1
$69K Sell
3,608
-6,101
-63% -$126K 0.01% 1220
2018
Q4
$163K Sell
9,709
-38,937
-80% -$716K 0.02% 747
2018
Q3
$1.16M Sell
48,646
-11,115
-19% -$280K 0.11% 231
2018
Q2
$1.49M Buy
59,761
+21,215
+55% +$526K 0.15% 176
2018
Q1
$792K Buy
38,546
+36,647
+1,930% +$789K 0.09% 277
2017
Q4
$40K Sell
1,899
-1
-0.1% -$21 ﹤0.01% 2034
2017
Q3
$36K Sell
1,900
-100
-5% -$1.88K ﹤0.01% 2546
2017
Q2
$36K Buy
2,000
+1,800
+900% +$32.5K ﹤0.01% 2805
2017
Q1
$3K Sell
200
-70,599
-100% -$1.19M ﹤0.01% 5068
2016
Q4
$981K Buy
70,799
+61,200
+638% +$906K 0.05% 417
2016
Q3
$151K Sell
9,599
-106
-1% -$1.34K 0.01% 1454
2016
Q2
$100K Buy
9,705
+9,467
+3,978% +$113K 0.01% 1695
2016
Q1
$2K Sell
238
-27,155
-99% -$308K ﹤0.01% 5502
2015
Q4
$382K Buy
+27,393
New +$359K 0.03% 766

Other funds holding BOX