DR
Davis Rea’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Hold |
51,326
| – | – | 2.49% | 13 |
|
|
2025
Q1 | $5.78M | Sell |
51,326
-56,600
| -52% | -$6.38M | 1.54% | 21 |
|
|
2024
Q4 | $11.6M | Sell |
107,926
-44,130
| -29% | -$4.75M | 5.88% | 6 |
|
|
2024
Q3 | $12.3M | Buy |
152,056
+25,100
| +20% | +$2.03M | 5.35% | 7 |
|
|
2024
Q2 | $10.5M | Buy |
126,956
+39,869
| +46% | +$3.3M | 5.26% | 8 |
|
|
2024
Q1 | $8.43M | Buy |
+87,087
| New | +$8.43M | 3.84% | 12 |
|
|
2023
Q2 | – | Sell |
-25,150
| Closed | -$1.55M | – | 43 |
|
|
2023
Q1 | $1.55M | Sell |
25,150
-40,000
| -61% | -$2.47M | 0.94% | 30 |
|
|
2022
Q4 | $2.95M | Buy |
+65,150
| New | +$2.95M | 1.84% | 24 |
|
|
2022
Q3 | – | Sell |
-80,300
| Closed | -$3.51M | – | 43 |
|
|
2022
Q2 | $3.51M | Buy |
+80,300
| New | +$3.51M | 1.05% | 32 |
|