Dakota Wealth Management’s Confluent CFLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,184	Closed	-$390K	–	661
2023 Q3	$390K	Buy	13,184 +1,857	+16%	+$55K	0.02%	456
2023 Q2	$400K	Buy	+11,327	New	+$400K	0.02%	418