Kaizen Financial Strategies Purchases and Sells in Q4 2024

Kaizen Financial Strategies

$165 Million
Q4 2024

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	2.08K + 8.31%	$567.81 - $607.81 $1.18M - $1.27M	27.1K $15.9M
GOOG	4.17K + 24.9%	$163.08 - $198.16 $681K - $827K	20.9K $3.99M
SCHZ	50.7K + 670.07%	$22.63 - $47.53 $1.15M - $2.41M	58.3K $1.32M
SCHG	379K + 298.72%	$25.93 - $105.3 $9.83M - $39.9M	506K $14.1M
AMZN	859 + 5.13%	$180.88 - $232.93 $155K - $200K	17.6K $3.86M
CGDV	20K + 23.22%	$35.16 - $37.12 $702K - $742K	106K $3.74M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USO	20.1K New	$69.66 - $79.2 $1.4M - $1.59M	20.1K $1.51M
XLI	3.58K New	$131.76 - $143.99 $472K - $516K	3.58K $472K
XLY	1.12K New	$194.8 - $239.43 $218K - $267K	1.12K $250K
AI	7.03K New	$22.6 - $42.94 $159K - $302K	7.03K $242K
LULU	621 New	$260.53 - $404.79 $162K - $251K	621 $237K
SLM	8.54K New	$21.37 - $28.14 $182K - $240K	8.54K $235K

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIG	-9.23K - 21.62%	N/A	33.5K $6.09M
FNDF	-8.86K - 6.98%	$32.92 - $37.15 $292K - $329K	118K $3.92M
PDI	-19.1K - 37.15%	$18.33 - $20.85 $350K - $398K	32.3K $591K
LLY	-338 - 32.59%	$727.2 - $932.06 $246K - $315K	699 $539K
AMD	-325 - 4.7%	$118.88 - $172.8 $38.6K - $56.2K	6.6K $796K
XLU	-3.02K - 47.63%	$74.89 - $82.93 $226K - $250K	3.32K $251K

Activity Summary All Purchases 75 New Holdings 15 Increased Positions 60 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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