Karani Asset Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-13,779
| Closed | -$369K | – | 34 |
|
2023
Q1 | $369K | Hold |
13,779
| – | – | 0.39% | 33 |
|
2022
Q4 | $429K | Sell |
13,779
-118
| -0.8% | -$3.67K | 0.5% | 34 |
|
2022
Q3 | $339K | Buy |
+13,897
| New | +$339K | 0.34% | 34 |
|
2021
Q4 | – | Sell |
-23,155
| Closed | -$548K | – | 40 |
|
2021
Q3 | $548K | Sell |
23,155
-11,652
| -33% | -$276K | 0.27% | 38 |
|
2021
Q2 | $889K | Buy |
34,807
+317
| +0.9% | +$8.1K | 0.46% | 34 |
|
2021
Q1 | $792K | Sell |
34,490
-12,354
| -26% | -$284K | 0.47% | 33 |
|
2020
Q4 | $846K | Buy |
46,844
+35,294
| +306% | +$637K | 0.5% | 43 |
|
2020
Q3 | $201K | Buy |
+11,550
| New | +$201K | 0.13% | 57 |
|