TAM
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Trillium Asset Management’s Confluent CFLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.76M Sell
150,762
-7,113
-5% -$177K 0.1% 134
2025
Q1
$3.7M Sell
157,875
-2,353
-1% -$55.2K 0.11% 135
2024
Q4
$4.48M Sell
160,228
-5,305
-3% -$148K 0.12% 141
2024
Q3
$3.37M Buy
+165,533
New +$3.37M 0.08% 155