Polymer Capital Management (HK)’s VanEck Gold Miners ETF GDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-343,500	Closed	-$15.8M	–	166
2025 Q1	$15.8M	Buy	+343,500	New	+$15.8M	2.69%	10
2024 Q4	–	Sell	-8,100	Closed	-$323K	–	191
2024 Q3	$323K	Sell	8,100 -59,900	-88%	-$2.39M	0.07%	129
2024 Q2	$2.31M	Buy	+68,000	New	+$2.31M	0.47%	55