Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-46,199
Closed -$3.19M 1430
2025
Q2
$3.19M Sell
46,199
-103,309
-69% -$5.36M 0.02% 557
2025
Q1
$6.76M Buy
149,508
+108,109
+261% +$6.41M 0.06% 332
2024
Q4
$2.52M Sell
41,399
-23,334
-36% -$1.3M 0.02% 537
2024
Q3
$2.64M Hold
64,733
0.02% 529
2024
Q2
$1.96M Hold
64,733
0.02% 547
2024
Q1
$2.41M Buy
+64,733
New +$2.58M 0.02% 510
2023
Q2
Sell
-15,569
Closed -$175K 887
2023
Q1
$175K Buy
+15,569
New +$196K ﹤0.01% 874
2021
Q4
Sell
-58,676
Closed -$6.99M 1138
2021
Q3
$6.99M Buy
+58,676
New +$4.69M 0.08% 204

Other funds holding AFRM