Strategic Planning Group’s C3.ai AI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-43,001	Closed	-$1.16M	–	77
2024 Q1	$1.16M	Buy	43,001 +10,264	+31%	+$278K	0.29%	89
2023 Q4	$940K	Buy	+32,737	New	+$940K	0.31%	89