Codex Capital’s Cloudflare NET Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.22M	Hold	12,600	–	–	0.59%	33
2023 Q4	$1.05M	Sell	12,600 -1,800	-13%	-$150K	0.61%	32
2023 Q3	$908K	Hold	14,400	–	–	0.59%	33
2023 Q2	$941K	Sell	14,400 -600	-4%	-$39.2K	0.61%	33
2023 Q1	$775K	Hold	15,000	–	–	0.53%	31
2022 Q4	$678K	Sell	15,000 -3,200	-18%	-$145K	0.57%	32
2022 Q3	$1.01M	Buy	18,200 +8,200	+82%	+$453K	0.86%	31
2022 Q2	$2.39M	Sell	10,000 -10,000	-50%	-$2.39M	1.46%	24
2022 Q1	$2.39M	Hold	20,000	–	–	1.47%	24
2021 Q4	$2.62M	Hold	20,000	–	–	1.36%	27
2021 Q3	$2.25M	Buy	+20,000	New	+$2.25M	1.21%	30