Keenan Capital’s AppFolio APPF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-125,848	Closed	-$7.7M	–	14
2018 Q2	$7.7M	Sell	125,848 -124,152	-50%	-$7.59M	3.62%	9
2018 Q1	$10.2M	Hold	250,000	–	–	5.96%	9
2017 Q4	$10.4M	Buy	+250,000	New	+$10.4M	7.54%	8