Eclectica Asset Management’s Materials Select Sector SPDR Fund XLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-41,800	Closed	-$1.98M	–	60
2014 Q1	$1.98M	Sell	41,800 -13,500	-24%	-$638K	1.53%	25
2013 Q4	$2.56M	Buy	55,300 +16,600	+43%	+$767K	1.25%	36
2013 Q3	$1.63M	Buy	+38,700	New	+$1.63M	1.29%	32