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 |
|