Fortis Capital Advisors’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	-2,574	Closed	-$597K	–	254
2024 Q4	$597K	Buy	+2,574	New	+$597K	0.2%	99
2024 Q3	–	Sell	-2,839	Closed	-$694K	–	175
2024 Q2	$694K	Buy	2,839 +1,844	+185%	+$451K	0.25%	78
2024 Q1	$246K	Buy	+995	New	+$246K	0.1%	148