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Trivest Advisors’s Confluent CFLT Stock Holding History

Trivest 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
2025
Q1 		– Sell
-428,800
Closed -$12M – 30
2024
Q4 		$12M Buy
+428,800
New +$12M 0.54% 38
2024
Q1 		– Sell
-1,331,000
Closed -$31.1M – 29
2023
Q4 		$31.1M Buy
+1,331,000
New +$31.1M 1.42% 13