BWM
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Bosman Wealth Management’s AppFolio APPF Stock Holding History

Bosman Wealth Management’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,477
Closed -$545K – 41
2025
Q1 		$545K Sell
2,477
-6,641
-73% -$1.46M 0.55% 34
2024
Q4 		$2.25M Buy
+9,118
New +$2.25M 2.16% 16