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Changes:PBF +0.8%OKTA +0.6%EZPW +0.6%SSRM +0.6%CDE +0.5%

$BLACKMAGIC General Rebalance/Housekeeping. Continuing to ride out the pullback on AI related names.

Changes:BAC +0.7%CRDO +0.5%SNDK +0.4%MU +0.3%ICHR +0.3%

General Rebalance/Housekeeping. Building upon recent healthcare additions.

Changes:SNDK +0.7%MU +0.4%SEZL +0.3%CNC +0.2%APP +0.2%

General Rebalance/Housekeeping. No additional buys or sells this rebalance.

Changes:PARR +0.5%CRDO +0.5%SSRM +0.3%SEZL +0.3%MU +0.2%

General rebalance/houskeeping continuing to build upon recent additions.

Changes:CNC +0.8%SEZL +0.8%CRDO +0.8%LITE +0.7%GM +0.5%

General Rebalance/Housekeeping. Building upon recent additions, maintaining tech holdings.

Changes:BTSG +1.0%PARR +1.4%TIGO +0.7%OKTA +0.6%EZPW +0.5%

General Rebalance/Housekeeping. Maintaining tech holdings riding steady through the dip.

Changes:EZPW +1.6%INCY +0.8%SNDK +0.7%STRL +0.4%DY +0.3%

General Housekeeping/Rebalance primarily to take advantage of the dip on recent addition SNEX.

Changes:SNEX +1.3%ICHR +1.0%MU +2.1%CRDO +0.9%SNDK +0.9%

Sell: NEM Buy: SNEX, ICHR. Holding heavy MU allocation through earnings. No further changes this rebalance.

Changes:CRDO +1.1%TTMI +0.5%EAT +0.3%AMD +0.3%MXL +0.3%

Increased: MXL. Primarily taking advantage of the dip on MXL to continue building the recently acquired position. Some minor general housekeeping otherwise.

Changes:MXL +1.0%FN +0.6%TIGO +0.3%NEXA +0.3%UNFI +0.3%

Opening a position in MXL. Will add more when market conditions allow. No other changes this rebalance.