Kerrisdale Advisers’s Axcelis ACLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$506K	Buy	+7,265	New	+$506K	0.26%	46
2024 Q4	–	Sell	-2,730	Closed	-$286K	–	87
2024 Q3	$286K	Buy	+2,730	New	+$286K	0.1%	88