Coldstream 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	$236K	Sell	3,412 -534	-14%	-$36.9K	﹤0.01%	997
2025 Q1	$178K	Sell	3,946 -296	-7%	-$13.4K	﹤0.01%	1058
2024 Q4	$258K	Buy	+4,242	New	+$258K	0.01%	897
2024 Q1	–	Sell	-4,209	Closed	-$207K	–	999
2023 Q4	$207K	Buy	+4,209	New	+$207K	0.01%	888