Trek Financial’s Cloudflare NET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,986
Closed -$2.59M 437
2025
Q1
$2.59M Sell
22,986
-137
-0.6% -$15.4K 0.19% 117
2024
Q4
$2.49M Sell
23,123
-57,385
-71% -$6.18M 0.19% 127
2024
Q3
$6.51M Buy
80,508
+77,988
+3,095% +$6.31M 0.49% 58
2024
Q2
$209K Sell
2,520
-98,008
-97% -$8.12M 0.02% 371
2024
Q1
$9.73M Buy
100,528
+22,061
+28% +$2.14M 0.77% 33
2023
Q4
$6.53M Buy
+78,467
New +$6.53M 0.57% 44