14B Capital Management’s Cogent Communications CCOI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.3M	Buy	504,000 +56,000	+13%	+$2.7M	9.98%	4
2025 Q1	$27.5M	Buy	448,000 +196,000	+78%	+$12M	11.44%	4
2024 Q4	$19.4M	Buy	252,000 +39,000	+18%	+$3.01M	8.45%	5
2024 Q3	$16.2M	Buy	+213,000	New	+$16.2M	7.25%	5