Whipplewood Advisors’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.91K	Sell	56 -653	-92%	-$22.3K	﹤0.01%	891
2025 Q1	$1.73K	Buy	709 +653	+1,166%	+$1.59K	﹤0.01%	919
2024 Q4	$1.77K	Buy	+56	New	+$1.77K	﹤0.01%	905