Legacy Capital Group California’s C3.ai AI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-32,234	Closed	-$925K	–	301
2023 Q4	$925K	Sell	32,234 -11,316	-26%	-$325K	0.36%	72
2023 Q3	$1.11M	Buy	43,550 +437	+1%	+$11.2K	0.48%	38
2023 Q2	$1.57M	Buy	+43,113	New	+$1.57M	0.65%	25