Clearfield Capital Management’s Applied Digital APLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.73M	Sell	569,179 -3,607,000	-86%	-$36.3M	4.41%	10
2025 Q1	$23.5M	Sell	4,176,179 -829,600	-17%	-$4.66M	30.8%	1
2024 Q4	$38.2M	Sell	5,005,779 -7,056,085	-58%	-$53.9M	21.48%	1
2024 Q3	$99.5M	Buy	12,061,864 +7,611,770	+171%	+$62.8M	61.79%	1
2024 Q2	$26.5M	Buy	+4,450,094	New	+$26.5M	23.82%	1