Mount Capital’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-46,080	Closed	-$2.44M	–	34
2023 Q1	$2.44M	Sell	46,080 -2,380	-5%	-$126K	0.96%	18
2022 Q4	$2.04M	Buy	+48,460	New	+$2.04M	0.79%	32