Picton Mahoney Asset Management’s NetEase NTES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-39,000	Closed	-$525K	–	343
2014 Q1	$525K	Hold	39,000	–	–	0.03%	233
2013 Q4	$613K	Hold	39,000	–	–	0.04%	234
2013 Q3	$566K	Sell	39,000 -9,500	-20%	-$138K	0.04%	219
2013 Q2	$613K	Buy	+48,500	New	+$613K	0.05%	206