LBP AM’s Applovin APP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.42M	Sell	24,044 -334	-1%	-$117K	0.12%	149
2025 Q1	$6.46M	Sell	24,378 -4,293	-15%	-$1.14M	0.1%	165
2024 Q4	$9.28M	Sell	28,671 -2,728	-9%	-$883K	0.13%	141
2024 Q3	$4.1M	Buy	+31,399	New	+$4.1M	0.06%	201