Life Planning Partners’s Sprott Physical Gold PHYS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-32,910	Closed	-$594K	–	64
2024 Q2	$594K	Sell	32,910 -45,295	-58%	-$818K	0.54%	38
2024 Q1	$1.35M	Sell	78,205 -51,693	-40%	-$894K	1.35%	20
2023 Q4	$2.07M	Buy	+129,898	New	+$2.07M	2.04%	14