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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 20-Nov-24 9:13 PM View:  | AppFolio, Inc. (APPF) | 20-Nov-24 | Acquisition (other) | 26,667 | -- | -- | 13% 202.54K to 229.21K | |
| 20-Nov-24 9:13 PM View: | AppFolio, Inc. (APPF) | 20-Nov-24 | Disposition (other) | 30,326 | -- | -- | (13%) 229.21K to 198.88K | |
| 20-Nov-24 9:13 PM View: | AppFolio, Inc. (APPF) | 20-Nov-24 | Sale | 1,059 | $229.10 | $242,618.00 | (< 1%) 198.88K to 197.82K | |
| 20-Nov-24 9:13 PM View: | AppFolio, Inc. (APPF) | 19-Nov-24 | Sale | 1,400 | $228.46 | $319,849.00 | (< 1%) 203.94K to 202.54K | |
| 20-Nov-24 9:13 PM View: | AppFolio, Inc. (APPF) | 18-Nov-24 | Private Sale | 2,510 | $229.21 | $575,325.00 | (1%) 206.45K to 203.94K | |
| 10-Oct-24 7:44 PM View: | AppFolio, Inc. (APPF) | 08-Oct-24 | Acquisition (other) | 5 | -- | -- | < 1% 213.62K to 213.63K | |
| 10-Oct-24 7:44 PM View: | AppFolio, Inc. (APPF) | 08-Oct-24 | Disposition (other) | 2,572 | -- | -- | (1%) 213.63K to 211.06K | |
| 25-Sep-24 6:24 PM View: | AppFolio, Inc. (APPF) | 25-Sep-24 | Sale | 1,296 | $236.77 | $306,859.00 | (< 1%) 214.92K to 213.62K | |
| 25-Sep-24 6:24 PM View: | AppFolio, Inc. (APPF) | 24-Sep-24 | Sale | 2,195 | $237.83 | $522,033.00 | (1%) 217.11K to 214.92K | |
| 25-Sep-24 6:24 PM View: | AppFolio, Inc. (APPF) | 23-Sep-24 | Private Sale | 1,842 | $235.71 | $434,185.00 | (< 1%) 218.96K to 217.11K | |
| 20-Sep-24 6:17 PM View: | AppFolio, Inc. (APPF) | 20-Sep-24 | Sale | 2,700 | $234.05 | $631,931.00 | (1%) 221.66K to 218.96K | |
| 20-Sep-24 6:17 PM View: | AppFolio, Inc. (APPF) | 19-Sep-24 | Sale | 1,506 | $233.46 | $351,588.00 | (< 1%) 223.16K to 221.66K | |
| 20-Sep-24 6:17 PM View: | AppFolio, Inc. (APPF) | 18-Sep-24 | Private Sale | 200 | $232.18 | $46,436.00 | (< 1%) 223.36K to 223.16K | |
| 05-Sep-24 6:37 PM View: | AppFolio, Inc. (APPF) | 03-Sep-24 | Conversion | 2,572 | -- | -- | 1% 220.79K to 223.36K | |
| 03-Sep-24 5:38 PM View: | AppFolio, Inc. (APPF) | 30-Aug-24 | Sale | 2,274 | $233.01 | $529,865.00 | (1%) 223.06K to 220.79K | |
| 03-Sep-24 5:38 PM View: | AppFolio, Inc. (APPF) | 29-Aug-24 | Private Sale | 1,601 | $233.23 | $373,396.00 | (< 1%) 224.66K to 223.06K | |
| 28-Aug-24 6:25 PM View: | AppFolio, Inc. (APPF) | 28-Aug-24 | Sale | 500 | $232.59 | $116,295.00 | (< 1%) 225.16K to 224.66K | |
| 28-Aug-24 6:25 PM View: | AppFolio, Inc. (APPF) | 27-Aug-24 | Sale | 1,003 | $232.31 | $233,007.00 | (< 1%) 226.17K to 225.16K | |
| 28-Aug-24 6:25 PM View: | AppFolio, Inc. (APPF) | 26-Aug-24 | Private Sale | 2,968 | $234.87 | $697,106.00 | (1%) 229.14K to 226.17K | |
| 01-Aug-24 5:34 PM View: | AppFolio, Inc. (APPF) | 01-Aug-24 | Disposition (other) | 3,075 | -- | -- | (1%) 232.21K to 229.14K | |
| 01-Aug-24 5:34 PM View: | AppFolio, Inc. (APPF) | 30-Jul-24 | Private Sale | 100 | $233.60 | $23,360.00 | (< 1%) 232.31K to 232.21K | |
| 30-Jul-24 9:21 PM View: | AppFolio, Inc. (APPF) | 29-Jul-24 | Sale | 200 | $232.52 | $46,504.00 | (< 1%) 232.51K to 232.31K | |
| 30-Jul-24 9:21 PM View: | AppFolio, Inc. (APPF) | 26-Jul-24 | Private Sale | 11,627 | $240.08 | $2,791,410.00 | (5%) 244.14K to 232.51K | |
| 29-Jul-24 5:09 PM View: | AppFolio, Inc. (APPF) | 25-Jul-24 | Private Sale | 10,389 | $261.14 | $2,713,010.00 | (4%) 254.53K to 244.14K | |
| 08-Jul-24 7:52 PM View: | AppFolio, Inc. (APPF) | 08-Jul-24 | Sale | 876 | $252.82 | $221,470.00 | (< 1%) 264.06K to 263.18K | |
| 08-Jul-24 7:52 PM View: | AppFolio, Inc. (APPF) | 05-Jul-24 | Sale | 2,084 | $251.06 | $523,204.00 | (< 1%) 266.14K to 264.06K | |
| 08-Jul-24 7:52 PM View: | AppFolio, Inc. (APPF) | 03-Jul-24 | Private Sale | 2,931 | $249.32 | $730,767.00 | (1%) 269.07K to 266.14K | |
| 02-Jul-24 8:56 PM View: | AppFolio, Inc. (APPF) | 02-Jul-24 | Sale | 4,500 | $246.13 | $1,107,610.00 | (2%) 273.57K to 269.07K | |
| 02-Jul-24 8:56 PM View: | AppFolio, Inc. (APPF) | 01-Jul-24 | Sale | 3,000 | $243.15 | $729,454.00 | (1%) 276.57K to 273.57K | |
| 02-Jul-24 8:56 PM View: | AppFolio, Inc. (APPF) | 28-Jun-24 | Private Sale | 5,200 | $244.93 | $1,273,640.00 | (2%) 281.77K to 276.57K | |
| 27-Jun-24 8:41 PM View: | AppFolio, Inc. (APPF) | 27-Jun-24 | Sale | 5,952 | $247.04 | $1,470,360.00 | (2%) 287.73K to 281.77K | |
| 27-Jun-24 8:41 PM View: | AppFolio, Inc. (APPF) | 26-Jun-24 | Sale | 3,205 | $239.22 | $766,687.00 | (1%) 290.93K to 287.73K | |
| 27-Jun-24 8:41 PM View: | AppFolio, Inc. (APPF) | 25-Jun-24 | Private Sale | 3,056 | $235.80 | $720,615.00 | (1%) 293.99K to 290.93K | |
| 24-Jun-24 6:53 PM View: | AppFolio, Inc. (APPF) | 24-Jun-24 | Sale | 2,741 | $230.94 | $633,009.00 | (< 1%) 296.73K to 293.99K | |
| 24-Jun-24 6:53 PM View: | AppFolio, Inc. (APPF) | 21-Jun-24 | Sale | 4,802 | $232.87 | $1,118,230.00 | (2%) 301.53K to 296.73K | |
| 24-Jun-24 6:53 PM View: | AppFolio, Inc. (APPF) | 20-Jun-24 | Private Sale | 4,203 | $230.34 | $968,137.00 | (1%) 305.73K to 301.53K | |
| 18-Jun-24 9:02 PM View: | AppFolio, Inc. (APPF) | 18-Jun-24 | Sale | 2,750 | $231.96 | $637,904.00 | (< 1%) 308.48K to 305.73K | |
| 18-Jun-24 9:02 PM View: | AppFolio, Inc. (APPF) | 17-Jun-24 | Sale | 2,600 | $229.65 | $597,098.00 | (< 1%) 311.08K to 308.48K | |
| 18-Jun-24 9:02 PM View: | AppFolio, Inc. (APPF) | 14-Jun-24 | Private Sale | 2,100 | $231.20 | $485,526.00 | (< 1%) 313.18K to 311.08K | |
| 27-Mar-24 8:09 PM View: | AppFolio, Inc. (APPF) | 25-Mar-24 | Conversion | 57,100 | -- | -- | 22% 256.08K to 313.18K | |
| 03-May-23 10:00 PM View: | AppFolio, Inc. (APPF) | 01-May-23 | Acquisition (other) | 142,857 | -- | -- | 72% 197.88K to 340.74K | |
| 10-Mar-23 8:16 PM View: | AppFolio, Inc. (APPF) | 08-Mar-23 | Disposition (other) | 150,000 | -- | -- | (43%) 347.88K to 197.88K | |
| 28-Oct-22 6:20 PM View: | AppFolio, Inc. (APPF) | 26-Oct-22 | Market Sale (Planned) | 600 | $105.05 | $63,030.00 | (< 1%) 298.58K to 297.98K | (16%) |
| 19-Oct-22 8:04 PM View: | AppFolio, Inc. (APPF) | 18-Oct-22 | Market Sale | 2,217 | $105.18 | $233,184.00 | (< 1%) 300.8K to 298.58K | (16%) |
| 19-Oct-22 8:04 PM View: | AppFolio, Inc. (APPF) | 17-Oct-22 | Market Sale | 16,197 | $103.77 | $1,680,710.00 | (5%) 316.99K to 300.8K | (18%) |
| 19-Sep-22 6:16 PM View: | AppFolio, Inc. (APPF) | 15-Sep-22 | Sale | 13,072 | $100.25 | $1,310,400.00 | (4%) 330.06K to 316.99K | |
| 28-Apr-21 5:44 PM View: | AppFolio, Inc. (APPF) | 26-Apr-21 | Market Sale | 17,200 | $147.40 | $2,535,280.00 | (5%) 320.99K to 303.79K | (< 1%) |
| 16-Feb-21 10:00 PM View: | AppFolio, Inc. (APPF) | 24-Dec-20 | Gift | 8,478 | -- | -- | 3% 312.51K to 320.99K | |
| 16-Feb-21 10:00 PM View: | AppFolio, Inc. (APPF) | 11-Sep-20 | Acquisition (other) | 95,597 | -- | -- | 23% 423.5K to 519.1K | |
| 16-Feb-21 10:00 PM View: | AppFolio, Inc. (APPF) | 11-Sep-20 | Acquisition (other) | 166,528 | -- | -- | 32% 519.1K to 685.63K |