DJE Kapital’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.4M	Buy	67,795 +13,480	+25%	+$2.47M	0.3%	54
2025 Q1	$7.75M	Sell	54,315 -35,023	-39%	-$5M	0.23%	61
2024 Q4	$14.5M	Buy	+89,338	New	+$14.5M	0.34%	50