Evergreen Capital Management’s Box BOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
6,703
-1,140
-15% -$39K 0.01% 950
2025
Q1
$242K Buy
7,843
+1,016
+15% +$31.4K 0.01% 878
2024
Q4
$216K Buy
6,827
+16
+0.2% +$506 0.01% 939
2024
Q3
$223K Buy
+6,811
New +$223K 0.01% 870