Level Four Advisory Services’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-13,563
Closed -$402K 790
2023
Q3
$402K Sell
13,563
-6,343
-32% -$188K 0.03% 508
2023
Q2
$703K Buy
+19,906
New +$703K 0.04% 376