Global Retirement Partners’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15K	Buy	+439	New	+$15K	﹤0.01%	2419
2024 Q4	$12.1K	Buy	384 +205	+115%	+$6.48K	﹤0.01%	2320
2024 Q3	$5.86K	Hold	179	–	–	﹤0.01%	2494
2024 Q2	$4.73K	Hold	179	–	–	﹤0.01%	2635
2024 Q1	$5.07K	Hold	179	–	–	﹤0.01%	2391
2023 Q4	$4.54K	Buy	179 +14	+8%	+$355	﹤0.01%	2359
2023 Q3	$4.1K	Hold	165	–	–	﹤0.01%	2263
2023 Q2	$4.85K	Hold	165	–	–	﹤0.01%	2213
2023 Q1	$4.3K	Hold	165	–	–	﹤0.01%	2213
2022 Q4	$5.14K	Hold	165	–	–	﹤0.01%	2011
2022 Q3	$5K	Hold	165	–	–	﹤0.01%	1908
2022 Q2	$4K	Hold	165	–	–	﹤0.01%	1935
2022 Q1	$4K	Buy	+165	New	+$4K	﹤0.01%	1937
2021 Q4	–	Sell	-165	Closed	-$4K	–	422
2021 Q3	$4K	Hold	165	–	–	﹤0.01%	1660
2021 Q2	$4K	Hold	165	–	–	﹤0.01%	1609
2021 Q1	$4K	Hold	165	–	–	﹤0.01%	1497
2020 Q4	$3K	Hold	165	–	–	﹤0.01%	1519
2020 Q3	$3K	Hold	165	–	–	﹤0.01%	1405
2020 Q2	$3K	Hold	165	–	–	﹤0.01%	1373
2020 Q1	$2K	Hold	165	–	–	﹤0.01%	1387
2019 Q4	$3K	Hold	165	–	–	﹤0.01%	1404
2019 Q3	$3K	Hold	165	–	–	﹤0.01%	1377
2019 Q2	$3K	Hold	165	–	–	﹤0.01%	1366
2019 Q1	$3K	Hold	165	–	–	﹤0.01%	1328
2018 Q4	$3K	Hold	165	–	–	﹤0.01%	1259
2018 Q3	$4K	Hold	165	–	–	﹤0.01%	1253
2018 Q2	$4K	Hold	165	–	–	﹤0.01%	1227
2018 Q1	$3K	Hold	165	–	–	﹤0.01%	1249
2017 Q4	$3K	Hold	165	–	–	﹤0.01%	1213
2017 Q3	$3K	Hold	165	–	–	﹤0.01%	1077
2017 Q2	$3K	Hold	165	–	–	﹤0.01%	1014
2017 Q1	$3K	Buy	+165	New	+$3K	﹤0.01%	968