Avantax Advisory Services’s Confluent CFLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.76M	Sell	70,735 -2,488	-3%	-$62K	0.01%	862
2025 Q1	$1.72M	Buy	73,223 +183	+0.3%	+$4.29K	0.01%	820
2024 Q4	$2.04M	Buy	+73,040	New	+$2.04M	0.01%	698