BlackBarn Capital Partners’s Axcelis ACLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.1M	Sell	360,000 -120,441	-25%	-$8.39M	1.44%	3
2025 Q1	$23.9M	Buy	480,441 +424,444	+758%	+$21.1M	1.52%	5
2024 Q4	$3.91M	Buy	+55,997	New	+$3.91M	0.21%	14