Polymer Capital Management (HK)’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.04M	Sell	37,500 -3,600	-9%	-$291K	0.46%	58
2025 Q1	$3.36M	Buy	41,100 +10,600	+35%	+$866K	0.57%	46
2024 Q4	$2.4M	Buy	30,500 +18,600	+156%	+$1.46M	0.42%	68
2024 Q3	$988K	Sell	11,900 -14,100	-54%	-$1.17M	0.23%	86
2024 Q2	$1.99M	Buy	+26,000	New	+$1.99M	0.4%	60