Seascape Capital Management’s Applovin APP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.25M	Sell	15,001 -371	-2%	-$130K	1.66%	17
2025 Q1	$4.07M	Sell	15,372 -10,872	-41%	-$2.88M	1.42%	25
2024 Q4	$8.5M	Sell	26,244 -3,274	-11%	-$1.06M	2.96%	5
2024 Q3	$3.85M	Buy	+29,518	New	+$3.85M	1.37%	27