Enzi Wealth’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,448
Closed -$256K 71
2024
Q3
$256K Hold
11,448
0.1% 57
2024
Q2
$336K Hold
11,448
0.15% 49
2024
Q1
$325K Hold
11,448
0.15% 44
2023
Q4
$365K Sell
11,448
-3,816
-25% -$122K 0.18% 41
2023
Q3
$448K Sell
15,264
-5,000
-25% -$147K 0.24% 32
2023
Q2
$749K Buy
+20,264
New +$749K 0.38% 23