Graham Capital Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
+2,410
| New | +$472K | 0.01% | 808 |
|
|
2025
Q1 | – | Sell |
-5,419
| Closed | -$584K | – | 1409 |
|
|
2024
Q4 | $584K | Sell |
5,419
-42,947
| -89% | -$4.62M | 0.01% | 655 |
|
|
2024
Q3 | $3.91M | Buy |
48,366
+36,731
| +316% | +$2.97M | 0.07% | 126 |
|
|
2024
Q2 | $964K | Sell |
11,635
-92,587
| -89% | -$7.67M | 0.02% | 404 |
|
|
2024
Q1 | $10.1M | Buy |
104,222
+27,835
| +36% | +$2.7M | 0.19% | 64 |
|
|
2023
Q4 | $6.36M | Buy |
+76,387
| New | +$6.36M | 0.14% | 77 |
|
|
2023
Q2 | – | Sell |
-5,997
| Closed | -$370K | – | 1177 |
|
|
2023
Q1 | $370K | Sell |
5,997
-19,784
| -77% | -$1.22M | 0.01% | 812 |
|
|
2022
Q4 | $1.17M | Buy |
+25,781
| New | +$1.17M | 0.04% | 464 |
|
|
2022
Q1 | – | Sell |
-4,746
| Closed | -$624K | – | 969 |
|
|
2021
Q4 | $624K | Buy |
+4,746
| New | +$624K | 0.03% | 131 |
|