KFS

Kaizen Financial Strategies’s C3.ai AI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,033	Closed	-$242K	–	139
2024 Q4	$242K	Buy	+7,033	New	+$242K	0.14%	111
2024 Q3	–	Sell	-7,990	Closed	-$212K	–	136
2024 Q2	$212K	Buy	+7,990	New	+$212K	0.13%	122