MKP Capital Management’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 Q3	–	Sell	-51,000	Closed	-$6.69M	–	44
2021 Q2	$6.69M	Sell	51,000 -213,000	-81%	-$27.9M	0.72%	23
2021 Q1	$32.1M	Buy	+264,000	New	+$32.1M	2.19%	4