Glen Point Capital’s VanEck Semiconductor ETF SMH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-206,000	Closed	-$25.1M	–	8
2021 Q1	$25.1M	Buy	+206,000	New	+$25.1M	46.34%	1
2020 Q4	–	Sell	-286,034	Closed	-$24.9M	–	19
2020 Q3	$24.9M	Buy	+286,034	New	+$24.9M	6.94%	2