Rule One Partners’s Netflix NFLX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$51.6M	Sell	37,000 -17,100	-32%	-$23.8M	27.96%	1
2025 Q1	$50.4M	Sell	54,100 -7,400	-12%	-$6.9M	19.71%	1
2024 Q4	$54.8M	Hold	61,500	–	–	21.14%	1
2024 Q3	$43.6M	Buy	+61,500	New	+$43.6M	18.64%	1