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

$BLACKMAGIC 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.

Changes:MU +2.4%STRL +1.7%AMD +0.7%SNDK +0.7%LITE +0.6%

Removed: ARQT. Increased: NEXA, TWLO. No other changes this rebalance.

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

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.