Avalon Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-50,385	Closed	-$1.45M	–	99
2014 Q2	$1.45M	Buy	50,385 +20,871	+71%	+$601K	1.21%	29
2014 Q1	$784K	Buy	+29,514	New	+$784K	0.63%	63