Pathstone Family Office’s AppFolio APPF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$260K	Buy	+1,422	New	+$260K	﹤0.01%	1371
2019 Q3	–	Sell	-1,039	Closed	-$106K	–	612
2019 Q2	$106K	Hold	1,039	–	–	0.01%	251
2019 Q1	$83K	Hold	1,039	–	–	0.01%	241
2018 Q4	$62K	Buy	+1,039	New	+$62K	0.02%	161