Great Valley Advisor Group’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,486
Closed -$209K 880
2024
Q4
$209K Buy
+7,486
New +$209K ﹤0.01% 807