TCFG Wealth Management’s KLA KLAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$453K	Sell	506 -35	-6%	-$31.4K	0.21%	132
2025 Q1	$368K	Sell	541 -24	-4%	-$16.3K	0.18%	139
2024 Q4	$356K	Sell	565 -17	-3%	-$10.7K	0.18%	138
2024 Q3	$451K	Buy	+582	New	+$451K	0.23%	104