Nokota Management’s Masco MAS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-359,650	Closed	-$15M	–	37
2019 Q3	$15M	Sell	359,650 -185,689	-34%	-$7.74M	0.59%	16
2019 Q2	$18.2M	Sell	545,339 -52,592	-9%	-$1.75M	0.62%	13
2019 Q1	$23.5M	Sell	597,931 -1,278,724	-68%	-$50.3M	0.71%	12
2018 Q4	$54.9M	Buy	1,876,655 +651,655	+53%	+$19.1M	1.77%	11
2018 Q3	$44.8M	Buy	1,225,000 +404,742	+49%	+$14.8M	0.7%	18
2018 Q2	$30.7M	Buy	+820,258	New	+$30.7M	0.46%	28
2017 Q2	–	Sell	-361,378	Closed	-$12.3M	–	64
2017 Q1	$12.3M	Sell	361,378 -20,000	-5%	-$680K	0.28%	28
2016 Q4	$12.1M	Buy	+381,378	New	+$12.1M	0.5%	23