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Peak Financial Advisors’s Confluent CFLT Stock Holding History

Peak Financial Advisors’s Portfolio CFLT Stock Details CFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-14,975
Closed -$1.14M – 86
2021
Q4 		$1.14M Buy
+14,975
New +$1.14M 0.88% 31