Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.67M Buy
11,330
+850
+8% +$124K 0.03% 182
2025
Q4
$1.27M Hold
10,480
0.03% 206
2025
Q3
$1.13M Hold
10,480
0.02% 198
2025
Q2
$939K Sell
10,480
-40
-0.4% -$3.01K 0.02% 203
2025
Q1
$715K Buy
10,520
+10
+0.1% +$720 0.02% 219
2024
Q4
$662K Buy
10,510
+4,300
+69% +$291K 0.02% 236
2024
Q3
$481K Buy
6,210
+50
+0.8% +$3.92K 0.01% 265
2024
Q2
$508K Sell
6,160
-70
-1% -$5.17K 0.01% 249
2024
Q1
$435K Buy
6,230
+660
+12% +$42.4K 0.01% 278
2023
Q4
$324K Buy
5,570
+60
+1% +$3.12K 0.01% 300
2023
Q3
$253K Buy
+5,510
New +$264K 0.01% 314

Other funds holding KLAC