Evergreen Capital Management’s Advanced Energy AEIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$244K	Sell	1,844 -334	-15%	-$44.3K	0.01%	907
2025 Q1	$208K	Buy	2,178 +113	+5%	+$10.8K	0.01%	979
2024 Q4	$239K	Buy	2,065 +99	+5%	+$11.4K	0.01%	869
2024 Q3	$207K	Sell	1,966 -55	-3%	-$5.79K	0.01%	926
2024 Q2	$220K	Buy	+2,021	New	+$220K	0.01%	807