Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,000
Closed -$179K 139
2025
Q2
$179K Hold
2,000
0.14% 47
2025
Q1
$136K Hold
2,000
0.12% 37
2024
Q4
$126K Hold
2,000
0.11% 38
2024
Q3
$155K Hold
2,000
0.13% 37
2024
Q2
$152K Hold
2,000
0.13% 37
2024
Q1
$136K Hold
2,000
0.12% 39
2023
Q4
$109K Hold
2,000
0.11% 44
2023
Q3
$91.7K Hold
2,000
0.09% 46
2023
Q2
$97K Hold
2,000
0.09% 49
2023
Q1
$75.9K Hold
2,000
0.09% 56
2022
Q4
$79K Hold
2,000
0.08% 61
2022
Q3
$61K Hold
2,000
0.07% 65
2022
Q2
$64K Hold
2,000
0.07% 68
2022
Q1
$73K Hold
2,000
0.08% 69
2021
Q4
$86K Hold
2,000
0.09% 70
2021
Q3
$67K Hold
2,000
0.07% 72
2021
Q2
$65K Buy
+2,000
New +$64.1K 0.07% 75

Other funds holding KLAC