Avior Wealth Management’s AppFolio APPF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-32	Closed	-$7.9K	–	826
2024 Q4	$7.9K	Buy	32 +12	+60%	+$2.96K	﹤0.01%	1699
2024 Q3	$4.71K	Hold	20	–	–	﹤0.01%	1799
2024 Q2	$4.89K	Sell	20 -4	-17%	-$978	﹤0.01%	1729
2024 Q1	$5.92K	Buy	+24	New	+$5.92K	﹤0.01%	2035