M Holdings Securities’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,225	Closed	-$244K	–	335
2018 Q3	$244K	Buy	10,225 +1,725	+20%	+$41.2K	0.06%	309
2018 Q2	$212K	Buy	+8,500	New	+$212K	0.06%	326