Global Financial Private Client’s Box BOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22
Closed -$679 398
2025
Q1
$679 Buy
22
+16
+267% +$494 ﹤0.01% 1177
2024
Q4
$190 Buy
+6
New +$190 ﹤0.01% 1286