Neo Ivy Capital Management’s Confluent CFLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.43M	Buy	57,352 +46,376	+423%	+$1.16M	0.46%	83
2025 Q1	$257K	Sell	10,976 -63,718	-85%	-$1.49M	0.08%	219
2024 Q4	$2.09M	Buy	+74,694	New	+$2.09M	0.42%	95
2022 Q4	$24K	Sell	1,092 -1,339	-55%	-$29.4K	0.02%	292
2022 Q3	$58K	Buy	+2,431	New	+$58K	0.15%	209