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Changes:LAR +10.0%IRS -9.9%MELI -0.1%

$ARGENTINA adding in Lithium Argentina

Changes:MELI +45.0%BMA -15.0%BBAR -15.0%GGAL -15.0%

heavier into MELI.

Changes:MELI +35.0%IRS -16.1%BMA -6.9%BBAR -6.0%GGAL -6.0%

adding in Mercado Libre.

Changes:BMA +6.3%BBAR +6.0%GGAL +4.6%EDN -16.8%IRS -0.1%

rebalancing and now totally out of energy

Changes:BMA +15.7%BBAR +15.0%IRS +2.9%EDN +0.1%PAM -16.7%

exiting some energy and TGS with bad earnings ….. back to banking.

Changes:GGAL +16.7%TGS +16.7%IRS +33.3%EDN +16.7%PAM +16.7%

loved that volatility run. moving back into mixed bag of Argentina positions

Changes:UVXY +100.0%PAM -50.0%EDN -50.0%

moving into futures volatility

Changes:IRS 0.0%PAM +42.6%EDN +34.6%BBAR -31.9%CRESY -13.2%

moving to energy focus with banks in flux and some bad earnings

Changes:BBAR +9.4%CRESY +1.7%EDN +1.0%TGS +0.5%BMA -9.5%

adding to BBAR.

Changes:PAM +8.1%EDN +1.2%BMA +0.9%BBAR +0.6%GGAL +0.4%

Adding in PAM.