Forum Financial Management’s Affirm AFRM Stock Holding History

Forum Financial Management’s Portfolio AFRM Stock Details AFRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$330K	Sell
2025 Q2	$516K	Sell
2025 Q1	$341K	Sell
2024 Q4	$486K	Buy
2024 Q3	$280K	Hold
2024 Q2	$207K	Buy
2024 Q1	$255K	Buy
2022 Q1	–	Sell
2021 Q4	$297K	Buy