TFCM
Taylor Frigon Capital Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Sell |
17,229
-1,112
| -6% | -$218K | 1.79% | 4 |
|
|
2025
Q1 | $2.08M | Sell |
18,341
-17,100
| -48% | -$1.94M | 1.24% | 29 |
|
|
2024
Q4 | $3.82M | Sell |
35,441
-7,280
| -17% | -$784K | 1.93% | 6 |
|
|
2024
Q3 | $3.46M | Sell |
42,721
-4,417
| -9% | -$358K | 1.73% | 12 |
|
|
2024
Q2 | $3.9M | Buy |
47,138
+7,874
| +20% | +$652K | 1.86% | 15 |
|
|
2024
Q1 | $3.8M | Sell |
39,264
-12,048
| -23% | -$1.17M | 1.81% | 15 |
|
|
2023
Q4 | $4.27M | Sell |
51,312
-1,183
| -2% | -$98.5K | 2.14% | 8 |
|
|
2023
Q3 | $3.31M | Sell |
52,495
-1,783
| -3% | -$112K | 1.84% | 13 |
|
|
2023
Q2 | $3.55M | Sell |
54,278
-1,043
| -2% | -$68.2K | 1.73% | 17 |
|
|
2023
Q1 | $3.41M | Buy |
55,321
+17,400
| +46% | +$1.07M | 1.86% | 15 |
|
|
2022
Q4 | $1.71M | Sell |
37,921
-2,111
| -5% | -$95.4K | 0.97% | 37 |
|
|
2022
Q3 | $2.21M | Buy |
40,032
+10,138
| +34% | +$561K | 1.15% | 34 |
|
|
2022
Q2 | $1.31M | Sell |
29,894
-1,621
| -5% | -$70.9K | 0.68% | 62 |
|
|
2022
Q1 | $3.77M | Buy |
+31,515
| New | +$3.77M | 1.4% | 30 |
|