Level Financial Advisors’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	-198	Closed	-$5.69K	–	80
2023 Q4	$5.69K	Hold	198	–	–	﹤0.01%	208
2023 Q3	$5.05K	Buy	+198	New	+$5.05K	﹤0.01%	216