Timelo Investment Management’s Meritage Homes MTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-29,334	Closed	-$1.06M	–	59
2022 Q2	$1.06M	Sell	29,334 -18,666	-39%	-$676K	0.97%	17
2022 Q1	$1.9M	Buy	+48,000	New	+$1.9M	1.38%	21