Southport Management’s KLA KLAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,900	Closed	-$1.56M	–	28
2022 Q2	$1.56M	Buy	4,900 +2,100	+75%	+$670K	6.64%	3
2022 Q1	$1.02M	Hold	2,800	–	–	3.71%	13
2021 Q4	$1.2M	Buy	+2,800	New	+$1.2M	4.29%	9