Kerrisdale Advisers’s SPDR S&P Metals & Mining ETF XME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-89,000	Closed	-$3.72M	–	60
2021 Q3	$3.72M	Sell	89,000 -71,275	-44%	-$2.98M	0.4%	38
2021 Q2	$6.9M	Buy	+160,275	New	+$6.9M	0.62%	38