TruNorth Capital Management’s AES AES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-624	Closed	-$8.03K	–	436
2024 Q4	$8.03K	Sell	624 -286	-31%	-$3.68K	﹤0.01%	297
2024 Q3	$18.3K	Buy	910 +312	+52%	+$6.26K	0.01%	239
2024 Q2	$10.5K	Buy	+598	New	+$10.5K	﹤0.01%	249