AGAM
Avalon Global Asset Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
75,400
-5,000
| -6% | -$979K | 1.75% | 10 |
|
|
2025
Q1 | $9.06M | Hold |
80,400
| – | – | 1.27% | 15 |
|
|
2024
Q4 | $8.66M | Sell |
80,400
-20,000
| -20% | -$2.15M | 2.08% | 16 |
|
|
2024
Q3 | $8.12M | Hold |
100,400
| – | – | 1.22% | 18 |
|
|
2024
Q2 | $8.32M | Buy |
100,400
+30,000
| +43% | +$2.48M | 1.89% | 17 |
|
|
2024
Q1 | $6.82M | Hold |
70,400
| – | – | 0.98% | 19 |
|
|
2023
Q4 | $5.86M | Hold |
70,400
| – | – | 2.06% | 19 |
|
|
2023
Q3 | $4.44M | Hold |
70,400
| – | – | 1.74% | 19 |
|
|
2023
Q2 | $4.6M | Sell |
70,400
-9,600
| -12% | -$628K | 1.7% | 21 |
|
|
2023
Q1 | $4.93M | Buy |
80,000
+20,000
| +33% | +$1.23M | 2.43% | 17 |
|
|
2022
Q4 | $2.71M | Buy |
60,000
+10,000
| +20% | +$452K | 1.7% | 20 |
|
|
2022
Q3 | $2.77M | Buy |
+50,000
| New | +$2.77M | 1.26% | 20 |
|
|
2022
Q2 | – | Sell |
-35,000
| Closed | -$4.19M | – | 30 |
|
|
2022
Q1 | $4.19M | Buy |
+35,000
| New | +$4.19M | 0.97% | 22 |
|