CPA
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Capital Performance Advisors’s AppFolio APPF Stock Holding History

Capital Performance Advisors’s Portfolio APPF Stock Details APPF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,037
Closed -$256K – 263
2024
Q4 		$256K Buy
1,037
+375
+57% +$92.5K 0.08% 111
2024
Q3 		$156K Buy
+662
New +$156K 0.05% 133