ThornTree Capital Partners’s Kirby Corp KEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-189,426	Closed	-$12.5M	–	18
2017 Q3	$12.5M	Sell	189,426 -4,100	-2%	-$270K	5.44%	10
2017 Q2	$12.9M	Buy	193,526 +45,800	+31%	+$3.06M	6.08%	8
2017 Q1	$10.4M	Sell	147,726 -6,075	-4%	-$429K	6.52%	10
2016 Q4	$10.2M	Buy	+153,801	New	+$10.2M	9.3%	6