Dialectic Capital Management’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-541,920	Closed	-$2.95M	–	142
2013 Q4	$2.95M	Buy	541,920 +441,920	+442%	+$2.41M	0.94%	9
2013 Q3	$512K	Buy	+100,000	New	+$512K	0.12%	82