CloudAlpha Capital Management’s Applied Optoelectronics AAOI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15M	Buy	+177,410	New	+$11.3M	0.51%	32
2025 Q4	–	Sell	-1,078,750	Closed	-$28M	–	59
2025 Q3	$28M	Sell	1,078,750 -330,233	-23%	-$8.44M	1.01%	27
2025 Q2	$36.2M	Buy	1,408,983 +1,133,115	+411%	+$18.3M	1.88%	19
2025 Q1	$4.23M	Sell	275,868 -87,096	-24%	-$2.19M	0.34%	37
2024 Q4	$13.4M	Buy	+362,964	New	+$9.77M	0.96%	22
2024 Q2	–	Sell	-831,200	Closed	-$11.5M	–	30
2024 Q1	$11.5M	Buy	831,200 +194,000	+30%	+$3.27M	1.37%	16
2023 Q4	$12.3M	Buy	637,200 +504,610	+381%	+$6.59M	1.14%	16
2023 Q3	$1.45M	Buy	132,590 +71,590	+117%	+$759K	0.08%	38
2023 Q2	$364K	Buy	+61,000	New	+$160K	0.03%	39