Center Lake Capital Management’s Cloudflare NET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-50,000
Closed -$2.77M 10
2022
Q3
$2.77M Sell
50,000
-25,000
-33% -$1.38M 4.93% 5
2022
Q2
$3.41M Sell
75,000
-175,000
-70% -$7.95M 1.72% 11
2022
Q1
$29.9M Buy
250,000
+65,000
+35% +$7.78M 5.57% 5
2021
Q4
$24.3M Sell
185,000
-100,000
-35% -$13.2M 4.27% 7
2021
Q3
$32.1M Buy
285,000
+50,000
+21% +$5.63M 5.22% 9
2021
Q2
$24.9M Sell
235,000
-35,000
-13% -$3.7M 3.58% 12
2021
Q1
$19M Buy
270,000
+26,200
+11% +$1.84M 3.51% 9
2020
Q4
$18.5M Buy
243,800
+140,000
+135% +$10.6M 3.34% 10
2020
Q3
$4.26M Buy
+103,800
New +$4.26M 0.89% 10