Peak Financial Advisors’s KLA KLAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,620	Closed	-$1.02M	–	79
2024 Q4	$1.02M	Sell	1,620 -2,302	-59%	-$1.45M	0.53%	43
2024 Q3	$3.04M	Buy	+3,922	New	+$3.04M	1.56%	26