Krilogy Financial’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.04M	Buy	30,544 +18,002	+144%	+$615K	0.06%	180
2025 Q1	$387K	Buy	+12,542	New	+$387K	0.03%	207
2018 Q4	–	Sell	-100	Closed	-$2K	–	203
2018 Q3	$2K	Buy	+100	New	+$2K	﹤0.01%	707