Triasima Portfolio Management’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,600	Closed	-$205K	–	162
2021 Q3	$205K	Sell	3,600 -21,700	-86%	-$1.24M	0.01%	152
2021 Q2	$1.65M	Sell	25,300 -750	-3%	-$48.8K	0.08%	105
2021 Q1	$1.55M	Sell	26,050 -850	-3%	-$50.6K	0.08%	106
2020 Q4	$1.27M	Buy	+26,900	New	+$1.27M	0.07%	100