Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-3,416
Closed -$236K 1733
2025
Q2
$236K Sell
3,416
-324,189
-99% -$16.8M ﹤0.01% 1520
2025
Q1
$14.8M Buy
327,605
+168,632
+106% +$9.99M 0.2% 126
2024
Q4
$9.68M Buy
158,973
+79,486
+100% +$4.42M 0.2% 121
2024
Q3
$3.24M Sell
79,487
-129,886
-62% -$4.31M 0.07% 344
2024
Q2
$6.33M Buy
209,373
+195,930
+1,457% +$6.28M 0.13% 178
2024
Q1
$501K Buy
+13,443
New +$537K 0.01% 1182
2023
Q4
Sell
-207,648
Closed -$4.42M 1740
2023
Q3
$4.42M Buy
+207,648
New +$3.8M 0.16% 134
2023
Q1
Sell
-10,168
Closed -$98.3K 1531
2022
Q4
$98.3K Sell
10,168
-208,541
-95% -$3.14M 0.01% 1430
2022
Q3
$4.1M Buy
218,709
+38,001
+21% +$994K 0.16% 183
2022
Q2
$3.26M Buy
+180,708
New +$4.92M 0.14% 197

Other funds holding AFRM