Gentry Private Wealth’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
$1.43M Sell
12,707
-1,245
-9% -$140K 1.09% 15
2025
Q1
$1.56M Buy
+13,952
New +$1.56M 1.28% 14
2024
Q4
Sell
-34,422
Closed -$3.75M 40
2024
Q3
$3.75M Buy
34,422
+26,479
+333% +$2.88M 3.06% 4
2024
Q2
$856K Buy
+7,943
New +$856K 0.75% 19