Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$105M Buy
2,302,217
+589,375
+34% +$34M 0.02% 1012
2025
Q4
$127M Sell
1,712,842
-68,049
-4% -$4.9M 0.03% 840
2025
Q3
$130M Buy
1,780,891
+377,300
+27% +$28.7M 0.03% 845
2025
Q2
$97M Sell
1,403,591
-1,014,497
-42% -$52.6M 0.02% 988
2025
Q1
$109M Buy
2,418,088
+1,482,110
+158% +$87.8M 0.02% 865
2024
Q4
$57M Sell
935,978
-420,415
-31% -$23.4M 0.01% 1342
2024
Q3
$55.4M Sell
1,356,393
-1,012,723
-43% -$33.6M 0.02% 1084
2024
Q2
$71.6M Buy
2,369,116
+200,196
+9% +$6.42M 0.02% 823
2024
Q1
$80.8M Buy
2,168,920
+2,068,594
+2,062% +$82.6M 0.03% 758
2023
Q4
$4.93M Buy
100,326
+18,232
+22% +$527K ﹤0.01% 2791
2023
Q3
$1.75M Sell
82,094
-287
-0.3% -$5.25K ﹤0.01% 3570
2023
Q2
$1.26M Sell
82,381
-1,247
-1% -$16.5K ﹤0.01% 4009
2023
Q1
$942K Buy
83,628
+18,270
+28% +$230K ﹤0.01% 4162
2022
Q4
$632K Sell
65,358
-35,530
-35% -$535K ﹤0.01% 4495
2022
Q3
$1.89M Sell
100,888
-164,132
-62% -$4.29M ﹤0.01% 3203
2022
Q2
$4.79M Buy
265,020
+62,578
+31% +$1.7M ﹤0.01% 2417
2022
Q1
$9.37M Buy
202,442
+126,014
+165% +$6.59M ﹤0.01% 1990
2021
Q4
$7.68M Sell
76,428
-85,605
-53% -$11.3M ﹤0.01% 2380
2021
Q3
$19.3M Buy
162,033
+118,436
+272% +$9.46M 0.01% 1522
2021
Q2
$2.94M Buy
43,597
+10,262
+31% +$655K ﹤0.01% 3202
2021
Q1
$2.36M Buy
+33,335
New +$3.24M ﹤0.01% 3398

Other funds holding AFRM