Islet Management’s Affirm AFRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-150,000	Closed	-$17.9M	–	120
2021 Q3	$17.9M	Hold	150,000	–	–	0.39%	43
2021 Q2	$10.1M	Sell	150,000 -25,000	-14%	-$1.68M	0.28%	70
2021 Q1	$12.4M	Buy	+175,000	New	+$12.4M	0.3%	66