Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-9,714
Closed -$313K 176
2025
Q3
$313K Sell
9,714
-3,579
-27% -$116K 0.01% 226
2025
Q2
$454K Hold
13,293
0.02% 246
2025
Q1
$410K Hold
13,293
0.02% 250
2024
Q4
$420K Hold
13,293
0.02% 243
2024
Q3
$435K Sell
13,293
-4,123
-24% -$120K 0.02% 239
2024
Q2
$460K Buy
17,416
+279
+2% +$7.44K 0.02% 184
2024
Q1
$485K Hold
17,137
0.02% 178
2023
Q4
$439K Buy
17,137
+3,318
+24% +$83.9K 0.02% 193
2023
Q3
$335K Buy
13,819
+5,092
+58% +$145K 0.02% 215
2023
Q2
$256K Hold
8,727
0.01% 203
2023
Q1
$234K Hold
8,727
0.01% 216
2022
Q4
$272K Hold
8,727
0.02% 189
2022
Q3
$213K Buy
+8,727
New +$240K 0.02% 270

Other funds holding BOX