Castleview Partners’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 Q1	–	Sell	-784	Closed	-$86.5K	–	227
2024 Q4	$86.5K	Sell	784 -151	-16%	-$16.7K	0.05%	273
2024 Q3	$102K	Sell	935 -68,243	-99%	-$7.43M	0.06%	230
2024 Q2	$7.46M	Buy	69,178 +12,134	+21%	+$1.31M	4.24%	2
2024 Q1	$6.07M	Buy	+57,044	New	+$6.07M	3.39%	2