SteelPeak Wealth’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-24,158	Closed	-$607K	–	389
2022 Q2	$607K	Buy	24,158 +6,534	+37%	+$164K	0.04%	224
2022 Q1	$512K	Buy	+17,624	New	+$512K	0.03%	271