Lodge Hill Capital’s Sierra Wireless SWIR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-155,000
Closed -$3.85M 39
2015
Q2
$3.85M Sell
155,000
-66,300
-30% -$1.65M 0.67% 26
2015
Q1
$7.32M Buy
+221,300
New +$7.32M 1.32% 23