TwinBeech Capital’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
-328,156
Closed -$37M 885
2025
Q1
$37M Buy
+328,156
New +$37M 0.67% 32
2024
Q4
Sell
-61,062
Closed -$4.94M 828
2024
Q3
$4.94M Buy
+61,062
New +$4.94M 0.09% 253
2023
Q3
Sell
-132,454
Closed -$8.66M 815
2023
Q2
$8.66M Buy
+132,454
New +$8.66M 0.17% 164
2021
Q1
Sell
-31,775
Closed -$2.42M 595
2020
Q4
$2.42M Buy
+31,775
New +$2.42M 0.39% 79