ThornTree Capital Partners’s Aptiv APTV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-195,500	Closed	-$16.4M	–	17
2018 Q3	$16.4M	Hold	195,500	–	–	4.75%	11
2018 Q2	$17.9M	Buy	195,500 +64,300	+49%	+$5.89M	6.62%	7
2018 Q1	$11.1M	Hold	131,200	–	–	3.91%	15
2017 Q4	$11.1M	Buy	+131,200	New	+$11.1M	5.01%	13