Codex Capital’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-40,000	Closed	-$2.88M	–	38
2021 Q4	$2.88M	Hold	40,000	–	–	1.5%	24
2021 Q3	$2.28M	Sell	40,000 -800	-2%	-$45.5K	1.22%	29
2021 Q2	$2.65M	Buy	+40,800	New	+$2.65M	1.39%	27