Modera Wealth Management’s Atlas Energy Solutions AESI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,609	Closed	-$189K	–	647
2025 Q1	$189K	Buy	+10,609	New	+$189K	﹤0.01%	592
2024 Q4	–	Sell	-14,767	Closed	-$322K	–	612
2024 Q3	$322K	Buy	+14,767	New	+$322K	﹤0.01%	478