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Changes:TEO +15.0%MELI +6.6%IRS +1.0%LAR -22.7%

$ARGENTINA adding in Telecom Argentina.

Changes:MELI +46.6%IRS +4.1%LAR -50.8%

adding in mercado libre. .

Changes:LAR +49.7%IRS +0.3%MELI -50.0%

bummed with MELI’s current news.

Changes:LAR +30.1%MELI -29.9%IRS -0.2%

creating a larger lithium position. wish i would have done this earlier.

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

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