Bowling Portfolio Management’s Applied Optoelectronics AAOI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-27,901	Closed	-$699K	–	320
2018 Q1	$699K	Sell	27,901 -5,074	-15%	-$127K	0.1%	277
2017 Q4	$1.25M	Buy	32,975 +23,286	+240%	+$881K	0.17%	210
2017 Q3	$627K	Sell	9,689 -5,239	-35%	-$339K	0.09%	274
2017 Q2	$922K	Buy	+14,928	New	+$922K	0.14%	220