True Wealth Design’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$57.8M	Buy	497,031 +20,745	+4%	+$2.4M	16.04%	1
2025 Q4	$54.8M	Buy	476,286 +16,924	+4%	+$1.94M	16.07%	1
2025 Q3	$52.3M	Buy	459,362 +87,994	+24%	+$9.97M	15.98%	2
2025 Q2	$41.8M	Sell	371,368 -201,344	-35%	-$22.6M	14.75%	2
2025 Q1	$63.9M	Buy	572,712 +8,233	+1%	+$913K	24.32%	1
2024 Q4	$62.3M	Buy	564,479 +43,496	+8%	+$4.77M	24.15%	1
2024 Q3	$56.8M	Sell	520,983 -36,272	-7%	-$3.93M	22.16%	1
2024 Q2	$60.1M	Buy	557,255 +87,036	+19%	+$9.32M	14.85%	1
2024 Q1	$50.1M	Buy	470,219 +15,667	+3%	+$1.66M	12.48%	2
2023 Q4	$47.8M	Buy	454,552 +149,230	+49%	+$15.6M	13.46%	1
2023 Q3	$31.7M	Buy	305,322 +59,610	+24%	+$6.14M	10.59%	2
2023 Q2	$25.2M	Buy	245,712 +231,388	+1,615%	+$23.6M	9.2%	3
2023 Q1	$1.45M	Buy	+14,324	New	+$1.44M	0.61%	24