Kesler Norman & Wride’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$927K	Sell	27,109 -151	-0.6%	-$5.16K	0.16%	137
2025 Q1	$841K	Buy	27,260 +5,724	+27%	+$177K	0.16%	136
2024 Q4	$681K	Buy	+21,536	New	+$681K	0.15%	150