Charter Oak Capital Management’s Affirm AFRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-250	Closed	-$5K	–	173
2022 Q2	$5K	Buy	250 +100	+67%	+$2K	﹤0.01%	687
2022 Q1	$7K	Buy	+150	New	+$7K	﹤0.01%	683
2021 Q4	–	Sell	-100	Closed	-$12K	–	844
2021 Q3	$12K	Buy	+100	New	+$12K	﹤0.01%	543