Orvieto Partners’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	$802K	Buy	+60,000	New	+$802K	0.71%	33
2025 Q1	–	Sell	-70,000	Closed	-$1.55M	–	38
2024 Q4	$1.55M	Buy	+70,000	New	+$1.55M	1.31%	24