Daruma Capital Management’s Lumentum LITE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-80,682	Closed	-$4.56M	–	14
2019 Q1	$4.56M	Buy	80,682 +17,011	+27%	+$962K	0.52%	34
2018 Q4	$2.68M	Buy	63,671 +3,572	+6%	+$150K	0.36%	42
2018 Q3	$3.6M	Buy	+60,099	New	+$3.6M	0.34%	46