Rovin Capital’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	$423K	Buy	+2,309	New	+$423K	0.13%	131
2023 Q2	–	Sell	-2,807	Closed	-$345K	–	132
2023 Q1	$345K	Sell	2,807 -241	-8%	-$29.6K	0.16%	97
2022 Q4	$297K	Buy	+3,048	New	+$297K	0.15%	96