Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.58M Sell
165,537
-484,047
-75% -$28M ﹤0.01% 2137
2025
Q4
$48.3M Buy
649,584
+500,187
+335% +$36M 0.01% 902
2025
Q3
$10.9M Buy
149,397
+6,652
+5% +$506K ﹤0.01% 1853
2025
Q2
$9.87M Sell
142,745
-7,169
-5% -$372K ﹤0.01% 1836
2025
Q1
$6.76M Buy
149,914
+3,982
+3% +$236K ﹤0.01% 2073
2024
Q4
$8.89M Buy
145,932
+3,672
+3% +$204K ﹤0.01% 1891
2024
Q3
$5.81M Sell
142,260
-4,512
-3% -$150K ﹤0.01% 2273
2024
Q2
$4.43M Sell
146,772
-23,628
-14% -$758K ﹤0.01% 2396
2024
Q1
$6.35M Sell
170,400
-13,767
-7% -$549K ﹤0.01% 2185
2023
Q4
$9.05M Sell
184,167
-4,918
-3% -$142K ﹤0.01% 1868
2023
Q3
$4.02M Buy
189,085
+6,706
+4% +$123K ﹤0.01% 2451
2023
Q2
$2.8M Buy
182,379
+63,984
+54% +$849K ﹤0.01% 2706
2023
Q1
$1.33M Sell
118,395
-169,349
-59% -$2.13M ﹤0.01% 3033
2022
Q4
$2.78M Buy
287,744
+207,431
+258% +$3.13M ﹤0.01% 2657
2022
Q3
$1.55M Sell
80,313
-4,719
-6% -$123K ﹤0.01% 2893
2022
Q2
$1.5M Buy
85,032
+12,950
+18% +$352K ﹤0.01% 2938
2022
Q1
$3.11M Sell
72,082
-54,001
-43% -$2.83M ﹤0.01% 2716
2021
Q4
$12M Buy
126,083
+48,908
+63% +$6.46M ﹤0.01% 1836
2021
Q3
$9.2M Buy
77,175
+19,364
+33% +$1.55M ﹤0.01% 1920
2021
Q2
$3.89M Buy
57,811
+37,869
+190% +$2.42M ﹤0.01% 2615
2021
Q1
$1.41M Buy
+19,942
New +$1.94M ﹤0.01% 2987

Other funds holding AFRM