Valeo Financial Advisors’s C3.ai AI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$94.7K	Buy	+3,853	New	+$94.7K	﹤0.01%	731
2021 Q2	–	Sell	-224	Closed	-$15K	–	488
2021 Q1	$15K	Buy	224 +34	+18%	+$2.28K	﹤0.01%	1170
2020 Q4	$26K	Buy	+190	New	+$26K	﹤0.01%	936