Planned Solutions’s Affirm AFRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-737	Closed	-$30.1K	–	126
2024 Q3	$30.1K	Buy	+737	New	+$30.1K	0.01%	355
2024 Q1	–	Sell	-508	Closed	-$25K	–	111
2023 Q4	$25K	Buy	+508	New	+$25K	0.01%	356