ThornTree Capital Partners’s Ciena CIEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$30.8M	Sell	378,962 -54,527	-13%	-$4.43M	5.13%	13
2025 Q1	$26.2M	Sell	433,489 -178,503	-29%	-$10.8M	5.78%	10
2024 Q4	$51.9M	Buy	611,992 +11,683	+2%	+$991K	6.74%	2
2024 Q3	$37M	Buy	+600,309	New	+$37M	6.15%	6