Telemark Asset Management’s Aaon AAON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-82,500	Closed	-$5.32M	–	49
2023 Q1	$5.32M	Sell	82,500 -22,500	-21%	-$1.45M	0.79%	35
2022 Q4	$5.27M	Buy	+105,000	New	+$5.27M	0.8%	33