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Changes:NEXA +0.8%TTMI +0.7%CRDO +0.7%AMD +0.5%MU +0.3%

$BLACKMAGIC Dropping Willdan Group (WLDN). Increasing: NEXA, CSTM, GM. No new holdings aquired this rebalance.

Changes:NEXA +1.5%CRDO +1.6%AMD +1.0%MU +0.9%CLS +0.5%

Adding: NEXA. Removed: UBER, BLBD, TMUS. Reduced: EZPW, PARR, DY. Increased: MU, AMD, UNFI, EAT, CVSA, OKTA

Changes:CDE +1.0%TIGO +0.2%CRDO +0.1%PARR +0.1%APP +0.1%

Removing CAAP and reallocating in to CDE, CAAP is still heading in a positive direction just not fast enough. CDE seems to have found a bottom, going to take advantage of the dip.

Changes:CSTM +3.0%INCY +0.8%PARR +0.6%SSRM +0.5%LITE +0.5%

Removed high exposure to rising energy costs through cutting CCL and SKYW and added CSTM. Also increased holding in MU to take advantage of the recent dip.

Changes:SNDK +2.0%AMD +1.5%MU +1.1%CLS +1.1%MFC +1.1%

Trimming the weak and positioning the strong to take advantage of current market conditions.

Changes:INCY +2.1%CRDO +0.2%CDE +0.1%SSRM +0.1%APP +0.1%

Final rebalance to establish base portfolio, portfolio management will be more normalized from this point forward.

Changes:CRDO +5.0%LITE +5.0%TTMI +4.0%DY +4.0%FN +4.0%

Still building the base portfolio, expect one more rebalance before we become more normalized.