13F

Position

Ethic Inc. in Cloudflare, Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $349.8K$197.15$206.34

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202539K$7.69M0.1%
Q1 202638.1K$7.85M$206.34$349.8K−$183K0.1%