Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$32.7M Buy
713,211
+135,130
+23% +$7.81M 0.02% 824
2025
Q4
$43M Buy
578,081
+73,102
+14% +$5.26M 0.03% 691
2025
Q3
$36.9M Buy
504,979
+228,495
+83% +$17.4M 0.03% 761
2025
Q2
$19.1M Buy
276,484
+191,010
+223% +$9.9M 0.01% 988
2025
Q1
$3.86M Buy
85,474
+2,688
+3% +$159K ﹤0.01% 2147
2024
Q4
$5.04M Sell
82,786
-475,411
-85% -$26.4M ﹤0.01% 1945
2024
Q3
$22.8M Sell
558,197
-20,819
-4% -$691K 0.02% 878
2024
Q2
$17.5M Buy
579,016
+478,786
+478% +$15.4M 0.02% 949
2024
Q1
$3.73M Sell
100,230
-169,822
-63% -$6.78M ﹤0.01% 1935
2023
Q4
$13.3M Buy
270,052
+146,781
+119% +$4.24M 0.02% 1067
2023
Q3
$2.62M Sell
123,271
-21,972
-15% -$402K ﹤0.01% 1815
2023
Q2
$2.23M Sell
145,243
-13,916
-9% -$185K ﹤0.01% 2107
2023
Q1
$1.79M Sell
159,159
-42,997
-21% -$542K ﹤0.01% 2099
2022
Q4
$1.95M Buy
202,156
+3,358
+2% +$50.6K ﹤0.01% 2058
2022
Q3
$3.73M Sell
198,798
-11,397
-5% -$298K 0.01% 1716
2022
Q2
$3.79M Buy
210,195
+25,186
+14% +$685K 0.01% 1690
2022
Q1
$8.56M Buy
185,009
+111,598
+152% +$5.84M 0.01% 1372
2021
Q4
$7.38M Buy
73,411
+41,653
+131% +$5.5M 0.01% 1585
2021
Q3
$3.78M Buy
31,758
+20,004
+170% +$1.6M ﹤0.01% 2013
2021
Q2
$792K Buy
11,754
+11,439
+3,631% +$730K ﹤0.01% 3399
2021
Q1
$22K Buy
+315
New +$30.6K ﹤0.01% 5184

Other funds holding AFRM