Nokota Management’s Lennar Class A LEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-264,614	Closed	-$12M	–	68
2018 Q3	$12M	Sell	264,614 -16,853	-6%	-$762K	0.19%	45
2018 Q2	$14.3M	Buy	+281,467	New	+$14.3M	0.21%	45