ThornTree Capital Partners’s Array Digital Infrastructure, Inc. AD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-200,366
Closed -$13.9M 20
2025
Q1
$13.9M Sell
200,366
-151,557
-43% -$10.5M 3.06% 15
2024
Q4
$22.1M Sell
351,923
-52,048
-13% -$3.26M 2.87% 15
2024
Q3
$22.1M Sell
403,971
-193,454
-32% -$10.6M 3.67% 13
2024
Q2
$33.3M Buy
597,425
+71,323
+14% +$3.98M 5.68% 7
2024
Q1
$19.2M Buy
526,102
+53,900
+11% +$1.97M 3.24% 14
2023
Q4
$19.6M Buy
472,202
+112,912
+31% +$4.69M 3.22% 11
2023
Q3
$15.4M Buy
+359,290
New +$15.4M 4.04% 11