Creative Planning’s Calidi Biotherapeutics CLDI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-83	Closed	-$2K	–	3198
2024 Q2	$2K	Hold	83	–	–	﹤0.01%	2992
2024 Q1	$5.65K	Buy	+83	New	+$5.65K	﹤0.01%	2837