Landscape 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
2025 Q2	$2.19M	Sell	22,459 -4,622	-17%	-$450K	0.17%	189
2025 Q1	$1.97M	Sell	27,081 -10,761	-28%	-$782K	0.18%	188
2024 Q4	$2.73M	Buy	37,842 +12,772	+51%	+$923K	0.29%	83
2024 Q3	$2.05M	Buy	25,070 +11,950	+91%	+$975K	0.21%	151
2024 Q2	$1.4M	Buy	+13,120	New	+$1.4M	0.12%	248