Thiel Macro’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-13,500	Closed	-$1.84M	–	10
2017 Q3	$1.84M	Hold	13,500	–	–	0.23%	4
2017 Q2	$1.72M	Buy	+13,500	New	+$1.72M	0.49%	3