Kaizen Financial Strategies Closed Holding Positions

Kaizen Financial Strategies

$167 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
JD Jd.Com, Inc. Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	15,102	$62.19 - $83.24 $939K - $1.26M
XLE Energy Sector Spdr ETFs	Q3 2021 Filed on Nov 12, 2021	27,937	$45.79 - $54.81 $1.28M - $1.53M
XLI Industrial Sector Spdr ETFs	Q3 2021 Filed on Nov 12, 2021	6,810	$97.84 - $105.53 $666K - $719K
SONY Sony Group Corp Technology	Q3 2021 Filed on Nov 12, 2021	2,200	$96.61 - $117.61 $213K - $259K
HOLX Hologic Inc Healthcare	Q3 2021 Filed on Nov 12, 2021	9,300	$67.56 - $80.74 $628K - $751K
WLK Westlake Corp Basic Materials	Q3 2021 Filed on Nov 12, 2021	5,000	$78.98 - $93.55 $395K - $468K
BIIB Biogen Inc. Healthcare	Q3 2021 Filed on Nov 12, 2021	1,100	$282.99 - $369.05 $311K - $406K
Cai International Inc	Q3 2021 Filed on Nov 12, 2021	7,400	N/A
CTVA Corteva, Inc. Basic Materials	Q3 2021 Filed on Nov 12, 2021	5,000	$40.93 - $46.06 $205K - $230K
SBUX Starbucks Corp Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	6,600	$110.31 - $126.06 $728K - $832K
ETSY Etsy Inc Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	3,200	$178.36 - $226.98 $571K - $726K
XOM Exxon Mobil Corp Energy	Q3 2021 Filed on Nov 12, 2021	6,715	$52.73 - $63.26 $354K - $425K
FAN First Tr Exchange Traded Fd Ii	Q3 2021 Filed on Nov 12, 2021	13,300	N/A
RCD Invesco ETF Tr S&P 500 Equal W ETFs	Q3 2021 Filed on Nov 12, 2021	3,813	$140.21 - $151.53 $535K - $578K
DECK Deckers Outdoor Corp Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	725	$360.2 - $439.94 $261K - $319K
OHI Omega Healthcare Investors Inc Real Estate	Q3 2021 Filed on Nov 12, 2021	6,206	$29.96 - $37.5 $186K - $233K
EXLS Exl Service Holdings, Inc. Technology	Q1 2021 Filed on May 28, 2021	2,500	$76.68 - $94.93 $192K - $237K
TWOU 2 U, Inc. Consumer Defensive	Q1 2021 Filed on May 28, 2021	5,474	$34.21 - $55.55 $187K - $304K
USCR U.S. Concrete, Inc. Basic Materials	Q1 2021 Filed on May 28, 2021	14,600	N/A
VMW Vmware, Inc. Technology	Q1 2021 Filed on May 28, 2021	5,501	$132.3 - $154.61 $728K - $851K
VCIT Vanguard Intermediate Term Cor ETFs	Q1 2021 Filed on May 28, 2021	4,227	$92.62 - $97.02 $392K - $410K
BBN Black Rock Taxable Municipal Bond Trust Financial Services	Q1 2021 Filed on May 28, 2021	22,293	$23.86 - $26.95 $532K - $601K

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