TCP
ThornTree Capital Partners’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-271,022
| Closed | -$35.6M | – | 24 |
|
|
2021
Q4 | $35.6M | Hold |
271,022
| – | – | 6.9% | 5 |
|
|
2021
Q3 | $30.5M | Hold |
271,022
| – | – | 4.31% | 7 |
|
|
2021
Q2 | $28.7M | Sell |
271,022
-13,937
| -5% | -$1.48M | 3.87% | 12 |
|
|
2021
Q1 | $20M | Buy |
284,959
+24,052
| +9% | +$1.69M | 2.58% | 17 |
|
|
2020
Q4 | $19.8M | Sell |
260,907
-156,700
| -38% | -$11.9M | 2.47% | 19 |
|
|
2020
Q3 | $17.1M | Sell |
417,607
-499,600
| -54% | -$20.5M | 2.43% | 18 |
|
|
2020
Q2 | $33M | Sell |
917,207
-295,285
| -24% | -$10.6M | 5.2% | 6 |
|
|
2020
Q1 | $28.5M | Buy |
+1,212,492
| New | +$28.5M | 7.9% | 3 |
|