PAX Financial Group’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	-4,445	Closed	-$1.1M	–	247
2024 Q4	$1.1M	Sell	4,445 -289	-6%	-$71.3K	0.2%	95
2024 Q3	$1.11M	Buy	+4,734	New	+$1.11M	0.2%	94