NWI Management’s Cloudflare NET Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.53M	Hold	18,000	–	–	0.19%	31
2025 Q1	$2.03M	Hold	18,000	–	–	0.25%	30
2024 Q4	$1.94M	Hold	18,000	–	–	0.09%	34
2024 Q3	$1.46M	Hold	18,000	–	–	0.04%	29
2024 Q2	$1.49M	Hold	18,000	–	–	0.05%	29
2024 Q1	$1.74M	Sell	18,000 -82,000	-82%	-$7.94M	0.05%	39
2023 Q4	$8.33M	Hold	100,000	–	–	0.21%	16
2023 Q3	$6.3M	Hold	100,000	–	–	0.31%	22
2023 Q2	$6.54M	Hold	100,000	–	–	1.17%	19
2023 Q1	$6.17M	Hold	100,000	–	–	0.68%	26
2022 Q4	$4.52M	Hold	100,000	–	–	1%	28
2022 Q3	$5.53M	Hold	100,000	–	–	0.97%	27
2022 Q2	$4.38M	Hold	100,000	–	–	0.26%	28
2022 Q1	$12M	Sell	100,000 -5,000	-5%	-$599K	1.37%	17
2021 Q4	$13.8M	Buy	105,000 +5,000	+5%	+$658K	0.91%	17
2021 Q3	$11.3M	Hold	100,000	–	–	0.7%	20
2021 Q2	$10.6M	Buy	+100,000	New	+$10.6M	0.65%	27
2019 Q4	–	Sell	-1,000	Closed	-$19K	–	47
2019 Q3	$19K	Buy	+1,000	New	+$19K	﹤0.01%	38