Afton Capital Management’s Eagle Materials EXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-30,000	Closed	-$3.06M	–	40
2014 Q3	$3.06M	Buy	30,000 +4,200	+16%	+$428K	5.31%	5
2014 Q2	$2.43M	Sell	25,800 -30,000	-54%	-$2.83M	2.4%	23
2014 Q1	$4.95M	Hold	55,800	–	–	4.86%	3
2013 Q4	$4.32M	Buy	+55,800	New	+$4.32M	3.92%	7