Austin Private Wealth’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
10,026
+26
+0.3% +$648 0.02% 256
2025
Q1
$234K Hold
10,000
0.02% 256
2024
Q4
$280K Hold
10,000
0.03% 211
2024
Q3
$204K Hold
10,000
0.02% 224
2024
Q2
$295K Hold
10,000
0.03% 180
2024
Q1
$296K Hold
10,000
0.03% 173
2023
Q4
$234K Hold
10,000
0.03% 183
2023
Q3
$296K Sell
10,000
-50,000
-83% -$1.48M 0.04% 128
2023
Q2
$2.12M Buy
+60,000
New +$2.12M 0.31% 37