Thiel Macro’s iShares Biotechnology ETF IBB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-63,000	Closed	-$7.75M	–	3
2015 Q2	$7.75M	Buy	63,000 +54,330	+627%	+$6.68M	1.2%	3
2015 Q1	$993K	Buy	+8,670	New	+$993K	0.2%	2