Blenheim Capital Management’s SPDR S&P Metals & Mining ETF XME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	$3.68M	Sell	100,000 -7,000	-7%	-$258K	4.59%	6
2014 Q2	$4.52M	Buy	107,000 +99,000	+1,238%	+$4.18M	5.76%	5
2014 Q1	$334K	Sell	8,000 -2,000	-20%	-$83.5K	0.46%	17
2013 Q4	$421K	Buy	+10,000	New	+$421K	0.61%	12