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Changes:ONDS +10.0%RCAT +8.0%AVAV +8.0%ASTS +4.0%TDY +3.0%

$DRONESSS Refocusing the portfolio on U.S. drone primes and sensors, space infrastructure, small-cap pure-play drone names and last but not least eVTOL

Changes:TDY +7.0%ACHR +5.0%KTOS +5.0%RCAT +1.0%JOBY +1.0%

Adding Archer Aviation before the next earnings call and Teledyne for longer term optics exposure

Changes:RCAT +11.0%JOBY +3.3%EH -3.7%AVAV -3.7%ASTS -3.7%

Hi there! We are rebalancing to add exposure to Red Cat Holdings operating in the drone space

Changes:RKLB +16.7%ASTS +1.7%KTOS -13.3%AVAV -2.3%JOBY -1.3%

adding RocketLab and rebalancing evenly for some of the existing gains

Changes:AVAV +9.0%ASTS +5.0%KTOS -10.0%JOBY -2.0%EH -2.0%

Rebelancing back to basics: core holding are now about 30% of the portfolio

Changes:ASTS +10.0%EH -8.0%AVAV -2.0%

$asts adding the ASTS Spacemobile company due to their partnership with Amazon

Changes:KTOS +40.0%EH +28.0%JOBY +20.0%AVAV +12.0%

putting more focus on Joby sue to a recent push on eVTOL led by Archer