Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$858M Sell
18,732,493
-141,432
-0.7% -$8.17M 0.02% 768
2025
Q4
$1.4B Buy
18,873,925
+1,163,075
+7% +$83.7M 0.02% 544
2025
Q3
$1.29B Buy
17,710,850
+2,068,663
+13% +$157M 0.02% 580
2025
Q2
$1.08B Buy
15,642,187
+2,423,821
+18% +$126M 0.02% 610
2025
Q1
$597M Sell
13,218,366
-320,534
-2% -$19M 0.01% 914
2024
Q4
$825M Buy
13,538,900
+3,607,900
+36% +$201M 0.02% 748
2024
Q3
$405M Sell
9,931,000
-38,927
-0.4% -$1.29M 0.01% 1220
2024
Q2
$301M Buy
9,969,927
+4,080
+0% +$131K 0.01% 1347
2024
Q1
$371M Buy
9,965,847
+451,266
+5% +$18M 0.01% 1232
2023
Q4
$468M Buy
9,514,581
+546,434
+6% +$15.8M 0.01% 1068
2023
Q3
$191M Sell
8,968,147
-25,431
-0.3% -$465K 0.01% 1576
2023
Q2
$138M Sell
8,993,578
-206,768
-2% -$2.74M ﹤0.01% 1834
2023
Q1
$104M Sell
9,200,346
-1,355,775
-13% -$17.1M ﹤0.01% 1991
2022
Q4
$102M Buy
10,556,121
+1,679,051
+19% +$25.3M ﹤0.01% 1982
2022
Q3
$167M Buy
8,877,070
+415,059
+5% +$10.9M 0.01% 1618
2022
Q2
$153M Buy
8,462,011
+3,281,090
+63% +$89.3M ﹤0.01% 1731
2022
Q1
$240M Buy
5,180,921
+1,432,202
+38% +$74.9M 0.01% 1532
2021
Q4
$377M Buy
3,748,719
+1,952,615
+109% +$258M 0.01% 1252
2021
Q3
$214M Buy
1,796,104
+496,458
+38% +$39.7M 0.01% 1661
2021
Q2
$87.5M Buy
1,299,646
+174,540
+16% +$11.1M ﹤0.01% 2339
2021
Q1
$79.6M Buy
+1,125,106
New +$109M ﹤0.01% 2324

Other funds holding AFRM