Conway Capital Management’s Confluent CFLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,575	Closed	-$270K	–	51
2022 Q1	$270K	Sell	6,575 -23,600	-78%	-$968K	0.17%	48
2021 Q4	$2.3M	Buy	30,175 +6,150	+26%	+$469K	1.35%	16
2021 Q3	$1.43M	Buy	+24,025	New	+$1.43M	0.97%	22