Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.65M Buy
57,830
+31,911
+123% +$1.84M 0.05% 640
2025
Q4
$1.93M Buy
+25,919
New +$1.87M 0.05% 588
2025
Q1
Sell
-17,375
Closed -$1.06M 2348
2024
Q4
$1.06M Sell
17,375
-36,657
-68% -$2.04M 0.09% 263
2024
Q3
$2.21M Buy
54,032
+10,970
+25% +$364K 0.16% 124
2024
Q2
$1.3M Buy
+43,062
New +$1.38M 0.11% 264
2023
Q3
Sell
-28,824
Closed -$442K 1519
2023
Q2
$442K Buy
+28,824
New +$382K 0.08% 446
2023
Q1
Sell
-170,179
Closed -$1.65M 1236
2022
Q4
$1.65M Buy
170,179
+159,779
+1,536% +$2.41M 0.35% 19
2022
Q3
$195K Buy
+10,400
New +$272K 0.05% 793
2022
Q2
Sell
-9,791
Closed -$453K 822
2022
Q1
$453K Buy
+9,791
New +$512K 0.2% 158
2021
Q2
Sell
-5,797
Closed -$410K 777
2021
Q1
$410K Buy
+5,797
New +$563K 0.2% 154

Other funds holding AFRM