Orinda Asset Management’s Meritage Homes MTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-3,812	Closed	-$80K	–	123
2014 Q1	$80K	Sell	3,812 -784	-17%	-$16.5K	0.17%	97
2013 Q4	$110K	Hold	4,596	–	–	0.25%	95
2013 Q3	$99K	Buy	+4,596	New	+$99K	0.31%	102