Tairen Capital’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-188,251	Closed	-$25.2M	–	27
2021 Q1	$25.2M	Buy	+188,251	New	+$25.2M	2.87%	5
2019 Q4	–	Sell	-202,472	Closed	-$10.1M	–	27
2019 Q3	$10.1M	Buy	+202,472	New	+$10.1M	1.49%	19