Quarter snapshot

Punch Card Management

history	Ticker	Change	% of portfolio	Shares	Value
≡	BRK.A		42.42%	145	$108,583,250
≡	CROX	−3%	27.2%	577,170	$69,629,789
≡	PDD		12.37%	415,004	$31,656,505
≡	PYPL		10.61%	628,907	$27,156,204
≡	SGOV	−59%	7.39%	188,000	$18,925,960