Rule One Partners’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	–	Sell	-15,000	Closed	-$2.18M	–	7
2025 Q1	$2.18M	Buy	+15,000	New	+$2.18M	0.85%	8