ThornTree Capital Partners’s Confluent CFLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$30.1M	Buy	1,207,633 +148,293	+14%	+$3.7M	5.01%	14
2025 Q1	$24.8M	Buy	+1,059,340	New	+$24.8M	5.48%	11
2024 Q3	–	Sell	-857,440	Closed	-$25.3M	–	19
2024 Q2	$25.3M	Buy	+857,440	New	+$25.3M	4.31%	13