Freestone Capital Holdings’s Affirm AFRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,263	Closed	-$808K	–	442
2024 Q4	$808K	Sell	13,263 -5,825	-31%	-$355K	0.03%	232
2024 Q3	$779K	Sell	19,088 -500	-3%	-$20.4K	0.03%	241
2024 Q2	$592K	Hold	19,588	–	–	0.02%	275
2024 Q1	$730K	Buy	+19,588	New	+$730K	0.03%	255