Independent Solutions Wealth Management’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,798	Closed	-$336K	–	213
2022 Q4	$336K	Sell	10,798 -492	-4%	-$15.3K	0.1%	155
2022 Q3	$275K	Sell	11,290 -1,623	-13%	-$39.6K	0.09%	169
2022 Q2	$325K	Buy	+12,913	New	+$325K	0.1%	152