BlackDiamond Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
18,825
+1,758
| +10% | +$198K | 1.22% | 25 |
|
|
2025
Q1 | $1.91M | Sell |
17,067
-4,525
| -21% | -$507K | 1.29% | 28 |
|
|
2024
Q4 | $2.38M | Buy |
21,592
+2,109
| +11% | +$233K | 1.38% | 21 |
|
|
2024
Q3 | $2.13M | Sell |
19,483
-2,318
| -11% | -$254K | 1.29% | 24 |
|
|
2024
Q2 | $2.36M | Buy |
21,801
+4,933
| +29% | +$535K | 1.55% | 19 |
|
|
2024
Q1 | $1.8M | Buy |
16,868
+86
| +0.5% | +$9.16K | 1.28% | 25 |
|
|
2023
Q4 | $1.77M | Sell |
16,782
-596
| -3% | -$63K | 1.3% | 22 |
|
|
2023
Q3 | $1.81M | Buy |
17,378
+472
| +3% | +$49.2K | 1.64% | 18 |
|
|
2023
Q2 | $1.74M | Buy |
16,906
+12,500
| +284% | +$1.28M | 1.47% | 17 |
|
|
2023
Q1 | $447K | Buy |
+4,406
| New | +$447K | 0.46% | 55 |
|