BCM
Bayesian Capital Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,884
| Closed | -$1.79M | – | 763 |
|
|
2025
Q1 | $1.79M | Buy |
+15,884
| New | +$1.79M | 0.3% | 90 |
|
|
2024
Q4 | – | Sell |
-35,184
| Closed | -$2.85M | – | 882 |
|
|
2024
Q3 | $2.85M | Buy |
+35,184
| New | +$2.85M | 0.33% | 77 |
|
|
2024
Q2 | – | Sell |
-57,883
| Closed | -$5.6M | – | 975 |
|
|
2024
Q1 | $5.6M | Buy |
+57,883
| New | +$5.6M | 0.54% | 38 |
|
|
2023
Q2 | – | Sell |
-3,361
| Closed | -$207K | – | 975 |
|
|
2023
Q1 | $207K | Sell |
3,361
-32,300
| -91% | -$1.99M | 0.03% | 608 |
|
|
2022
Q4 | $1.61M | Buy |
+35,661
| New | +$1.61M | 0.24% | 93 |
|
|
2022
Q1 | – | Sell |
-2,400
| Closed | -$316K | – | 871 |
|
|
2021
Q4 | $316K | Buy |
+2,400
| New | +$316K | 0.1% | 246 |
|
|
2021
Q2 | – | Sell |
-7,300
| Closed | -$513K | – | 565 |
|
|
2021
Q1 | $513K | Buy |
+7,300
| New | +$513K | 0.12% | 227 |
|
|
2020
Q3 | – | Sell |
-7,802
| Closed | -$280K | – | 637 |
|
|
2020
Q2 | $280K | Buy |
+7,802
| New | +$280K | 0.06% | 363 |
|