Sellaronda Global Management’s AppFolio APPF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.6M	Buy	85,000 +5,000	+6%	+$1.15M	17.17%	1
2025 Q1	$17.6M	Buy	80,000 +65,000	+433%	+$14.3M	17.53%	1
2024 Q4	$3.7M	Buy	+15,000	New	+$3.7M	3.7%	11