Flagship Harbor Advisors’s Appian APPN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-95	Closed	-$3.37K	–	809
2025 Q4	$3.37K	Buy	+95	New	+$3.38K	﹤0.01%	1741
2024 Q2	–	Sell	-6,743	Closed	-$269K	–	692
2024 Q1	$269K	Sell	6,743 -225	-3%	-$7.8K	0.02%	553
2023 Q4	$262K	Buy	6,968 +500	+8%	+$19.5K	0.02%	530
2023 Q3	$295K	Sell	6,468 -125	-2%	-$5.99K	0.02%	471
2023 Q2	$314K	Sell	6,593 -55	-0.8%	-$2.32K	0.03%	465
2023 Q1	$295K	Buy	6,648 +100	+2%	+$4.04K	0.03%	486
2022 Q4	$213K	Sell	6,548 -650	-9%	-$25.6K	0.02%	558
2022 Q3	$294K	Buy	7,198 +3	+0%	+$146	0.03%	445
2022 Q2	$341K	Hold	7,195	–	–	0.04%	417
2022 Q1	$438K	Buy	7,195 +440	+7%	+$25K	0.04%	381
2021 Q4	$440K	Buy	6,755 +229	+4%	+$19K	0.04%	394
2021 Q3	$899K	Hold	6,526	–	–	0.1%	225
2021 Q2	$899K	Buy	6,526 +601	+10%	+$68.3K	0.1%	226
2021 Q1	$788K	Buy	5,925 +170	+3%	+$30.1K	0.09%	247
2020 Q4	$933K	Buy	5,755 +25	+0.4%	+$2.8K	0.12%	190
2020 Q3	$371K	Buy	5,730 +125	+2%	+$6.76K	0.05%	310
2020 Q2	$287K	Buy	5,605 +430	+8%	+$21K	0.04%	365
2020 Q1	$208K	Buy	5,175 +1,765	+52%	+$82K	0.04%	378
2019 Q4	$130K	Buy	3,410 +1,075	+46%	+$46.3K	0.02%	546
2019 Q3	$110K	Sell	2,335 -300	-11%	-$14K	0.02%	557
2019 Q2	$95K	Buy	2,635 +150	+6%	+$5.13K	0.02%	581
2019 Q1	$85K	Buy	+2,485	New	+$83.9K	0.02%	608