CFIM
Client First Investment Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8M | Sell |
238,122
-80,663
| -25% | -$9.09M | 16.46% | 2 |
|
|
2025
Q1 | $35.5M | Buy |
318,785
+262,731
| +469% | +$29.3M | 24.1% | 2 |
|
|
2024
Q4 | $6.18M | Buy |
56,054
+15,554
| +38% | +$1.72M | 3.97% | 4 |
|
|
2024
Q3 | $4.41M | Sell |
40,500
-19,754
| -33% | -$2.15M | 3.37% | 5 |
|
|
2024
Q2 | $6.5M | Sell |
60,254
-27,939
| -32% | -$3.01M | 5.05% | 4 |
|
|
2024
Q1 | $9.39M | Buy |
+88,193
| New | +$9.39M | 7.45% | 3 |
|