Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$976K Sell
21,310
-882
-4% -$51K ﹤0.01% 1162
2025
Q4
$1.65M Buy
22,192
+1,894
+9% +$136K ﹤0.01% 958
2025
Q3
$1.48M Buy
20,298
+334
+2% +$25.4K ﹤0.01% 996
2025
Q2
$1.38M Buy
19,964
+385
+2% +$20K ﹤0.01% 1002
2025
Q1
$885K Buy
19,579
+3,000
+18% +$178K ﹤0.01% 1144
2024
Q4
$1.01M Sell
16,579
-486
-3% -$27K ﹤0.01% 1117
2024
Q3
$697K Buy
17,065
+1,410
+9% +$46.8K ﹤0.01% 1313
2024
Q2
$473K Sell
15,655
-1,511
-9% -$48.5K ﹤0.01% 1524
2024
Q1
$640K Buy
17,166
+918
+6% +$36.6K ﹤0.01% 1342
2023
Q4
$798K Buy
16,248
+3,155
+24% +$91.2K ﹤0.01% 1237
2023
Q3
$278K Buy
13,093
+403
+3% +$7.37K ﹤0.01% 1679
2023
Q2
$195K Buy
12,690
+1,544
+14% +$20.5K ﹤0.01% 1875
2023
Q1
$126K Buy
11,146
+3,665
+49% +$46.2K ﹤0.01% 2078
2022
Q4
$72.3K Buy
7,481
+6,048
+422% +$91.1K ﹤0.01% 2340
2022
Q3
$27K Buy
1,433
+1,365
+2,007% +$35.7K ﹤0.01% 2870
2022
Q2
$1K Hold
68
﹤0.01% 3921
2022
Q1
$3K Sell
68
-1,184
-95% -$62K ﹤0.01% 3710
2021
Q4
$126K Buy
1,252
+44
+4% +$5.81K ﹤0.01% 2186
2021
Q3
$144K Buy
1,208
+1,134
+1,532% +$90.6K ﹤0.01% 2097
2021
Q2
$5K Buy
+74
New +$4.72K ﹤0.01% 3594

Other funds holding AFRM