L.J. Altfest & Co’s Advanced Energy AEIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,586	Closed	-$530K	–	322
2024 Q4	$530K	Buy	4,586 +2,464	+116%	+$285K	0.07%	204
2024 Q3	$223K	Buy	+2,122	New	+$223K	0.03%	309