Circle Wealth Management’s Onto Innovation ONTO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,023	Closed	-$731K	–	227
2025 Q1	$731K	Buy	6,023 +464	+8%	+$56.3K	0.02%	135
2024 Q4	$927K	Buy	5,559 +827	+17%	+$138K	0.02%	120
2024 Q3	$982K	Buy	4,732 +2,421	+105%	+$503K	0.02%	118
2024 Q2	$507K	Buy	+2,311	New	+$507K	0.01%	161