Sovarnum Capital’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-57,000	Closed	-$985K	–	47
2018 Q2	$985K	Sell	57,000 -343,000	-86%	-$5.93M	1.21%	24
2018 Q1	$8.13M	Buy	400,000 +190,000	+90%	+$3.86M	7.59%	2
2017 Q4	$3.87M	Buy	+210,000	New	+$3.87M	2.61%	7