Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-186,300
Closed -$13.9M 366
2025
Q4
$13.9M Hold
186,300
0.14% 127
2025
Q3
$13.6M Hold
186,300
0.16% 121
2025
Q2
$12.9M Buy
186,300
+8,100
+5% +$420K 0.18% 113
2025
Q1
$8.05M Buy
178,200
+15,600
+10% +$924K 0.15% 115
2024
Q4
$9.9M Buy
162,600
+12,400
+8% +$689K 0.13% 120
2024
Q3
$6.13M Buy
+150,200
New +$4.98M 0.1% 122
2024
Q1
Sell
-200,000
Closed -$9.83M 338
2023
Q4
$9.83M Hold
200,000
0.21% 78
2023
Q3
$4.25M Hold
200,000
0.09% 108
2023
Q2
$3.07M Hold
200,000
0.06% 129
2023
Q1
$2.25M Buy
+200,000
New +$2.52M 0.05% 203

Other funds holding AFRM