Retirement Capital Strategies Purchases and Sells in Q4 2024

Retirement Capital Strategies

$257 Million
Q4 2024

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	116K + 3001.55%	$100.16 - $100.7 $11.6M - $11.7M	120K $12M
SKYY	21.3K + 225.54%	$99.98 - $130.46 $2.13M - $2.78M	30.7K $3.66M
TSLA	1.29K + 58.72%	$213.65 - $479.86 $276K - $619K	3.49K $1.41M
SHY	6.09K + 153.0%	$81.68 - $82.93 $498K - $505K	10.1K $825K
USSG	4.66K + 29.55%	$52.71 - $56.65 $246K - $264K	20.4K $1.1M
NVDA	693 + 5.54%	$117.0 - $148.88 $81.1K - $103K	13.2K $1.77M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTHR	97.3K New	$251.33 - $271.45 $24.5M - $26.4M	97.3K $25.3M
BILS	160K New	$99.0 - $99.5 $15.9M - $15.9M	160K $15.9M
BIL	138K New	$91.29 - $91.8 $12.6M - $12.7M	138K $12.7M
HYXF	130K New	$46.03 - $47.13 $5.98M - $6.12M	130K $6M
VOX	26.4K New	$144.31 - $163.57 $3.81M - $4.32M	26.4K $4.09M
HYG	45.9K New	$78.09 - $80.04 $3.59M - $3.67M	45.9K $3.61M

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFIV	-473K - 69.03%	$55.05 - $58.86 $26M - $27.8M	212K $12M
AGG	-98.7K - 57.93%	$96.64 - $101.23 $9.54M - $9.99M	71.7K $6.95M
IUSB	-194K - 53.51%	$45.07 - $47.1 $8.73M - $9.12M	168K $7.61M
EUSB	-53.9K - 22.53%	$42.39 - $44.29 $2.28M - $2.39M	185K $7.87M
EAGG	-44.1K - 79.04%	$46.33 - $48.6 $2.04M - $2.14M	11.7K $542K
NUBD	-86.7K - 81.51%	$21.66 - $22.69 $1.88M - $1.97M	19.7K $428K

Activity Summary All Purchases 39 New Holdings 29 Increased Positions 10 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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