Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-6,380
Closed -$571K 330
2025
Q2
$571K Buy
6,380
+550
+9% +$41.4K 0.04% 227
2025
Q1
$396K Buy
5,830
+390
+7% +$28.1K 0.03% 247
2024
Q4
$342K Buy
5,440
+2,450
+82% +$166K 0.03% 243
2024
Q3
$231K Sell
2,990
-2,070
-41% -$162K 0.02% 256
2024
Q2
$417K Buy
5,060
+210
+4% +$15.5K 0.04% 192
2024
Q1
$339K Buy
4,850
+110
+2% +$7.06K 0.04% 228
2023
Q4
$275K Buy
4,740
+80
+2% +$4.16K 0.03% 242
2023
Q3
$214K Buy
4,660
+210
+5% +$10.1K 0.03% 274
2023
Q2
$216K Buy
+4,450
New +$186K 0.03% 267
2022
Q1
Sell
-5,850
Closed -$252K 315
2021
Q4
$252K Buy
+5,850
New +$226K 0.04% 250
2019
Q3
Sell
-2,760
Closed -$33K 871
2019
Q2
$33K Buy
2,760
+2,430
+736% +$28.1K 0.01% 504
2019
Q1
$4K Buy
330
+120
+57% +$1.29K ﹤0.01% 1174
2018
Q4
$2K Sell
210
-30
-13% -$279 ﹤0.01% 1021
2018
Q3
$2K Buy
240
+50
+26% +$547 ﹤0.01% 1088
2018
Q2
$2K Sell
190
-130
-41% -$1.41K ﹤0.01% 1133
2018
Q1
$3K Buy
320
+290
+967% +$3.23K ﹤0.01% 1083
2017
Q4
$0 Hold
30
﹤0.01% 1292
2017
Q3
$0 Hold
30
﹤0.01% 1304
2017
Q2
$0 Hold
30
﹤0.01% 1301
2017
Q1
$0 Buy
+30
New +$264 ﹤0.01% 1336
2016
Q2
Sell
-210
Closed -$2K 1102
2016
Q1
$2K Sell
210
-40
-16% -$269 ﹤0.01% 755
2015
Q4
$2K Buy
+250
New +$1.6K ﹤0.01% 659

Other funds holding KLAC