Orbis Allan Gray’s Qorvo QRVO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-592,110	Closed	-$47.5M	–	61
2018 Q2	$47.5M	Sell	592,110 -1,110,709	-65%	-$89M	0.26%	40
2018 Q1	$120M	Buy	+1,702,819	New	+$120M	0.69%	31