Thiel Macro’s SPDR S&P Regional Banking ETF KRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-32,500	Closed	-$1.93M	–	16
2018 Q3	$1.93M	Buy	+32,500	New	+$1.93M	0.38%	7
2017 Q3	–	Sell	-200,000	Closed	-$11M	–	11
2017 Q2	$11M	Buy	+200,000	New	+$11M	3.15%	1