Bodri Capital Management’s Two Harbors Investment TWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-6,250
Closed -$464K 58
2013
Q4
$464K Buy
+6,250
New +$464K 0.23% 55
2013
Q3
Sell
-31,250
Closed -$2.56M 66
2013
Q2
$2.56M Buy
+31,250
New +$2.56M 1.58% 27