Semanteon Capital Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,250
| Closed | -$1.16M | – | 210 |
|
|
2025
Q1 | $1.16M | Buy |
+10,250
| New | +$1.16M | 0.63% | 63 |
|
|
2024
Q3 | – | Sell |
-8,457
| Closed | -$700K | – | 271 |
|
|
2024
Q2 | $700K | Sell |
8,457
-4,243
| -33% | -$351K | 0.5% | 95 |
|
|
2024
Q1 | $1.23M | Buy |
+12,700
| New | +$1.23M | 0.79% | 51 |
|