12 West Capital Management’s Affirm AFRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.2M	Buy	350,000 +25,000	+8%	+$1.73M	2.56%	12
2025 Q1	$14.7M	Buy	+325,000	New	+$14.7M	2.17%	13
2022 Q3	–	Sell	-450,000	Closed	-$8.13M	–	21
2022 Q2	$8.13M	Buy	+450,000	New	+$8.13M	0.69%	21