Evergreen Capital Management’s Atlas Energy Solutions AESI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.21M	Sell	625,487 -703,450	-53%	-$8.22M	0.18%	133
2025 Q4	$12.5M	Sell	1,328,937 -53,183	-4%	-$538K	0.28%	88
2025 Q3	$15.7M	Buy	1,382,120 +64,630	+5%	+$792K	0.37%	63
2025 Q2	$17.6M	Buy	1,317,490 +316,762	+32%	+$4.33M	0.53%	42
2025 Q1	$17.9M	Buy	1,000,728 +69,178	+7%	+$1.44M	0.6%	31
2024 Q4	$20.7M	Sell	931,550 -88,180	-9%	-$1.9M	0.67%	26
2024 Q3	$22.2M	Sell	1,019,730 -65,999	-6%	-$1.36M	0.75%	22
2024 Q2	$21.6M	Buy	1,085,729 +222,890	+26%	+$4.97M	0.78%	21
2024 Q1	$19.5M	Sell	862,839 -76,774	-8%	-$1.43M	0.74%	21
2023 Q4	$16.2M	Buy	+939,613	New	+$17.3M	0.66%	23
2023 Q3	–	Sell	-179,166	Closed	-$3.11M	–	795
2023 Q2	$3.11M	Buy	179,166 +28,106	+19%	+$490K	0.13%	177
2023 Q1	$2.57M	Buy	+151,060	New	+$2.48M	0.12%	191