Kerrisdale Advisers’s Assured Guaranty AGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-56,529	Closed	-$1.33M	–	43
2013 Q4	$1.33M	Buy	56,529 +2,411	+4%	+$56.8K	0.59%	34
2013 Q3	$1.02M	Buy	54,118 +3,693	+7%	+$69.3K	0.47%	41
2013 Q2	$1.11M	Buy	+50,425	New	+$1.11M	0.51%	38