Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-29,288
Closed -$774K 290
2024
Q2
$774K Sell
29,288
-1,602
-5% -$42.7K 0.77% 89
2024
Q1
$875K Buy
30,890
+1,461
+5% +$39.2K 0.86% 77
2023
Q4
$754K Buy
29,429
+1,675
+6% +$42.4K 0.47% 94
2023
Q3
$672K Buy
27,754
+2,101
+8% +$60K 0.19% 135
2023
Q2
$754K Buy
25,653
+15,466
+152% +$428K 0.38% 107
2023
Q1
$273K Sell
10,187
-13,569
-57% -$409K 0.08% 143
2022
Q4
$740K Sell
23,756
-12,446
-34% -$355K 0.23% 84
2022
Q3
$883K Buy
36,202
+19,880
+122% +$547K 0.15% 113
2022
Q2
$411K Buy
+16,322
New +$456K 0.09% 131

Other funds holding BOX