13F

Position

Simplicity Wealth,LLC in Freeport-Mcmoran Inc

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $80.8K$50.79$58.78

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202510.1K$515.3K0.0%
Q1 202610.1K$594.5K$58.78$80.8K−$1.63K0.0%