BlackDiamond Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.92M	Sell	25,076 -1,208	-5%	-$140K	1.4%	15
2025 Q4	$3.04M	Sell	26,284 -6,305	-19%	-$721K	1.48%	17
2025 Q3	$3.71M	Buy	32,589 +13,764	+73%	+$1.56M	2.02%	12
2025 Q2	$2.12M	Buy	18,825 +1,758	+10%	+$197K	1.22%	25
2025 Q1	$1.91M	Sell	17,067 -4,525	-21%	-$502K	1.29%	28
2024 Q4	$2.38M	Buy	21,592 +2,109	+11%	+$231K	1.38%	21
2024 Q3	$2.13M	Sell	19,483 -2,318	-11%	-$251K	1.29%	24
2024 Q2	$2.36M	Buy	21,801 +4,933	+29%	+$528K	1.55%	19
2024 Q1	$1.8M	Buy	16,868 +86	+0.5%	+$9.1K	1.28%	25
2023 Q4	$1.77M	Sell	16,782 -596	-3%	-$62.2K	1.3%	22
2023 Q3	$1.81M	Buy	17,378 +472	+3%	+$48.6K	1.64%	18
2023 Q2	$1.74M	Buy	16,906 +12,500	+284%	+$1.27M	1.47%	17
2023 Q1	$447K	Buy	+4,406	New	+$444K	0.46%	55