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Bayesian Capital Management’s Cloudflare NET Stock Holding History

Bayesian Capital Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,884
Closed -$1.79M – 763
2025
Q1 		$1.79M Buy
+15,884
New +$2.11M 0.3% 90
2024
Q4 		– Sell
-35,184
Closed -$2.85M – 882
2024
Q3 		$2.85M Buy
+35,184
New +$2.83M 0.33% 77
2024
Q2 		– Sell
-57,883
Closed -$5.6M – 975
2024
Q1 		$5.6M Buy
+57,883
New +$5.24M 0.54% 38
2023
Q2 		– Sell
-3,361
Closed -$207K – 975
2023
Q1 		$207K Sell
3,361
-32,300
-91% -$1.77M 0.03% 608
2022
Q4 		$1.61M Buy
+35,661
New +$1.76M 0.24% 93
2022
Q1 		– Sell
-2,400
Closed -$316K – 871
2021
Q4 		$316K Buy
+2,400
New +$402K 0.1% 246
2021
Q2 		– Sell
-7,300
Closed -$513K – 565
2021
Q1 		$513K Buy
+7,300
New +$563K 0.12% 227
2020
Q3 		– Sell
-7,802
Closed -$280K – 637
2020
Q2 		$280K Buy
+7,802
New +$218K 0.06% 363

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