Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-222
Closed -$6.28K 468
2024
Q1
$6.28K Buy
+222
New +$5.96K ﹤0.01% 502
2022
Q4
Sell
-17,835
Closed -$435K 292
2022
Q3
$435K Sell
17,835
-2,230
-11% -$61.3K 0.03% 791
2022
Q2
$504K Buy
+20,065
New +$561K 0.03% 711
2022
Q1
Sell
-8,980
Closed -$235K 1870
2021
Q4
$235K Buy
8,980
+8,390
+1,422% +$216K 0.02% 978
2021
Q3
$14K Sell
590
-18,607
-97% -$457K ﹤0.01% 1749
2021
Q2
$490K Buy
+19,197
New +$447K 0.03% 934
2021
Q1
Sell
-3,340
Closed -$60K 1826
2020
Q4
$60K Sell
3,340
-2,211
-40% -$38.5K 0.01% 1177
2020
Q3
$96K Buy
+5,551
New +$102K 0.01% 566
2020
Q2
Sell
-194
Closed -$3K 1149
2020
Q1
$3K Sell
194
-17,562
-99% -$261K ﹤0.01% 823
2019
Q4
$298K Sell
17,756
-400
-2% -$6.71K 0.08% 232
2019
Q3
$301K Buy
+18,156
New +$291K 0.09% 186
2018
Q3
Sell
-1,651
Closed -$41K 910
2018
Q2
$41K Buy
+1,651
New +$40.9K 0.02% 463
2018
Q1
Sell
-2,206
Closed -$47K 906
2017
Q4
$47K Buy
+2,206
New +$46.5K 0.04% 231
2017
Q3
Sell
-1,928
Closed -$35K 815
2017
Q2
$35K Sell
1,928
-2,104
-52% -$37.9K 0.04% 276
2017
Q1
$66K Buy
+4,032
New +$68.2K 0.09% 181
2016
Q4
Sell
-5,700
Closed -$90K 866
2016
Q3
$90K Buy
+5,700
New +$72.2K 0.05% 368

Other funds holding BOX