Kaizen Financial Strategies Closed Holding Positions

Kaizen Financial Strategies

$165 Million
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
CQQQ Invesco Exchange Traded Fd Tr ETFs	Q3 2021 Filed on Nov 12, 2021	7,100	$63.94 - $82.69 $454K - $587K
DECK Deckers Outdoor Corp Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	725	$360.2 - $439.94 $261K - $319K
JD Jd.Com, Inc. Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	700	$62.19 - $83.24 $43.5K - $58.3K
WMT Walmart Inc. Consumer Defensive	Q3 2021 Filed on Nov 12, 2021	10,000	$139.32 - $151.45 $1.39M - $1.51M
TEN Tenneco Inc Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	10,000	$13.11 - $19.89 $131K - $199K
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
SBUX Starbucks Corp Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	6,600	$110.31 - $126.06 $728K - $832K
WMT Walmart Inc. Consumer Defensive	Q3 2021 Filed on Nov 12, 2021	183	$139.32 - $151.45 $25.5K - $27.7K
ETSY Etsy Inc Consumer Cyclical	Q3 2021 Filed on Nov 12, 2021	3,200	$178.36 - $226.98 $571K - $726K
XSOE Wisdomtree Tr Emerging Mkts Ex ETFs	Q3 2021 Filed on Nov 12, 2021	5,100	$37.03 - $41.81 $189K - $213K
Cai International Inc	Q3 2021 Filed on Nov 12, 2021	7,400	N/A
BIIB Biogen Inc. Healthcare	Q3 2021 Filed on Nov 12, 2021	1,100	$282.99 - $369.05 $311K - $406K
WLK Westlake Corp Basic Materials	Q3 2021 Filed on Nov 12, 2021	5,000	$78.98 - $93.55 $395K - $468K
XOM Exxon Mobil Corp Energy	Q3 2021 Filed on Nov 12, 2021	6,715	$52.73 - $63.26 $354K - $425K
CTVA Corteva, Inc. Basic Materials	Q3 2021 Filed on Nov 12, 2021	5,000	$40.93 - $46.06 $205K - $230K
BBN Black Rock Taxable Municipal Bond Trust Financial Services	Q1 2021 Filed on May 28, 2021	22,293	$23.86 - $26.95 $532K - $601K
EXLS Exl Service Holdings, Inc. Technology	Q1 2021 Filed on May 28, 2021	2,500	$76.68 - $94.93 $192K - $237K
VCIT Vanguard Intermediate Term Cor ETFs	Q1 2021 Filed on May 28, 2021	4,227	$92.62 - $97.02 $392K - $410K
TWOU 2 U, Inc. Consumer Defensive	Q1 2021 Filed on May 28, 2021	5,474	$34.21 - $55.55 $187K - $304K
VMW Vmware, Inc. Technology	Q1 2021 Filed on May 28, 2021	5,501	$132.3 - $154.61 $728K - $851K
USCR U.S. Concrete, Inc. Basic Materials	Q1 2021 Filed on May 28, 2021	14,600	N/A

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