RMDI
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R.M. Davis Inc’s AppFolio APPF Stock Holding History

R.M. Davis Inc’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,000
Closed -$233K – 275
2025
Q4 		$233K Hold
1,000
– – ﹤0.01% 251
2025
Q3 		$276K Hold
1,000
– – ﹤0.01% 243
2025
Q2 		$230K Hold
1,000
– – ﹤0.01% 254
2025
Q1 		$220K Hold
1,000
– – ﹤0.01% 263
2024
Q4 		$247K Hold
1,000
– – ﹤0.01% 250
2024
Q3 		$235K Hold
1,000
– – ﹤0.01% 256
2024
Q2 		$245K Hold
1,000
– – 0.01% 252
2024
Q1 		$247K Buy
+1,000
New +$216K 0.01% 241

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