Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-298
Closed -$9.2K 289
2025
Q1
$9.2K Buy
298
+28
+10% +$907 ﹤0.01% 1004
2024
Q4
$8.53K Buy
270
+16
+6% +$525 ﹤0.01% 1061
2024
Q3
$8.31K Buy
254
+252
+12,600% +$7.35K ﹤0.01% 970
2024
Q2
$53 Sell
2
-3
-60% -$80 ﹤0.01% 1432
2024
Q1
$142 Buy
+5
New +$134 ﹤0.01% 1418
2022
Q2
Sell
-700
Closed -$20K 1176
2022
Q1
$20K Hold
700
0.01% 517
2021
Q4
$18K Hold
700
﹤0.01% 523
2021
Q3
$17K Hold
700
﹤0.01% 520
2021
Q2
$18K Hold
700
0.01% 479
2021
Q1
$16K Hold
700
﹤0.01% 463
2020
Q4
$12K Hold
700
﹤0.01% 457
2020
Q3
$10K Buy
+700
New +$12.9K ﹤0.01% 449

Other funds holding BOX