Amida Capital Management II’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	$777K	Sell	115,000 -71,000	-38%	-$480K	0.94%	6
2014 Q1	$1.02M	Buy	186,000 +49,100	+36%	+$270K	1.09%	6
2013 Q4	$745K	Buy	136,900 +39,900	+41%	+$217K	0.52%	16
2013 Q3	$497K	Sell	97,000 -30,000	-24%	-$154K	0.19%	22
2013 Q2	$563K	Buy	+127,000	New	+$563K	0.14%	25