Simon Quick Advisors’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 | $1.27M | Sell |
11,303
-18,378
| -62% | -$2.07M | 0.05% | 211 |
|
|
2025
Q1 | $3.31M | Buy |
29,681
+19,248
| +184% | +$2.15M | 0.19% | 60 |
|
|
2024
Q4 | $1.15M | Buy |
10,433
+2,573
| +33% | +$284K | 0.07% | 133 |
|
|
2024
Q3 | $856K | Sell |
7,860
-4,540
| -37% | -$495K | 0.05% | 175 |
|
|
2024
Q2 | $1.34M | Sell |
12,400
-637
| -5% | -$68.7K | 0.09% | 100 |
|
|
2024
Q1 | $1.39M | Buy |
+13,037
| New | +$1.39M | 0.1% | 99 |
|