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Changes:DASH +10.0%TOST +2.6%SOFI +2.4%MRVL +0.7%NFLX +0.1%

$FUTURFOWRD Remove Plant Fitness and replacing with Door Dash. Both good companies but I see more growth and upside to DASH. Also performing rebalancing so all stocks split evenly.

Changes:SOFI +7.7%RDDT +3.3%HOOD +2.3%PLTR +0.7%SPOT +0.5%

Removing On shoes and replacing with Sofi. A more forward thinking bigger growth stock

Changes:SPOT +2.3%NFLX +2.0%CRWD +1.9%ONON +1.8%RDDT +1.8%

Rebalance this portfolio so all stocks are split evenly. got a little too top heavy for front runners Palantir & HOOD

Changes:SPOT +7.7%PLTR +2.1%HOOD +1.5%TOST +0.7%MRVL +0.4%

I like BROS but don’t think it fits this portfolio. Replacing it with a more future forward stock that just had huge DIP SPOT and think it will have a comeback

Changes:PLTR +4.9%HOOD +4.9%COST -9.1%ONON -0.1%TOST -0.1%

Removing Costco. great company but doesn’t fit this particular portfolio. more of a value play and not as growth or innovative company as the others

Changes:COST +9.1%TOST +9.1%PLNT +9.1%NFLX +9.1%BROS +9.1%

recent pullback of all these great companies the fundamentals haven’t changed. all are great buying opportunities

Changes:PLTR +20.0%RDDT +15.0%CRWD +15.0%GS +15.0%MRVL +15.0%

Removing ONON great product but Tarifs and product growth slowing adding two excellent high growth popular software companies HOOD, TEAMs