Stokes Family Office’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 | $11.6M | Sell |
102,690
-22,426
| -18% | -$2.53M | 1.21% | 21 |
|
2025
Q1 | $13.9M | Sell |
125,116
-15,289
| -11% | -$1.7M | 1.57% | 17 |
|
2024
Q4 | $15.5M | Sell |
140,405
-1,265
| -0.9% | -$140K | 1.65% | 14 |
|
2024
Q3 | $15.4M | Buy |
141,670
+24,620
| +21% | +$2.68M | 1.69% | 15 |
|
2024
Q2 | $12.6M | Buy |
117,050
+52,085
| +80% | +$5.62M | 1.48% | 17 |
|
2024
Q1 | $6.92M | Buy |
64,965
+41,050
| +172% | +$4.37M | 0.86% | 27 |
|
2023
Q4 | $2.51M | Sell |
23,915
-1,447
| -6% | -$152K | 0.34% | 67 |
|
2023
Q3 | $2.63M | Buy |
25,362
+17,862
| +238% | +$1.85M | 0.31% | 71 |
|
2023
Q2 | $768K | Buy |
+7,500
| New | +$768K | 0.09% | 143 |
|