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Changes:SLV +5.1%BIL +4.3%ERIC +0.2%FN +0.2%FABC 0.0%

$INTERBAND taking some more off the top, making the BIL and SLV positions bigger in the mean time. let’s keep our current holdings the same until we start getting a bit more clarity

Changes:BIL +4.0%SLV +3.1%AVGO +0.3%FABC +0.2%ERIC +0.1%

taking some off some positions. going to be adding a cash/silver position.

Changes:ERIC +2.8%BB +2.0%NET +2.8%ASML +2.0%LITE +1.6%

going cut one position and add in Ericsson and BlackBerry here to tag team with our NOK position.

Changes:AVGO +1.0%NOK +0.9%GFS +0.7%WYFI +0.4%CIEN +0.2%

closed out of NLaser, and trimmed. adding more into Nokia, AVGO, and GFS

Changes:NOK +1.1%AVGO +0.7%WYFI +0.4%CRDO +0.3%ALAB +0.3%

cutting some profit, and our KC position entirely. adding more into AVGO and NOK!

Changes:WYFI +0.9%MRVL +0.6%NOK +0.5%AVGO +0.3%GLW +0.2%

taking some more profit here and buying more Nokia on this down turn. hope you guys had a good week!

Changes:CRDO +0.6%ALAB +0.5%ASML +0.4%TSEM +0.4%LITE +0.3%

increasing our Nokia position a bit more by taking moving a little bit of our MRVL and SMTC position

Changes:AVGO +1.1%MRVL +0.5%COHR +0.2%GFS +0.2%LWLG +0.1%

taking profit from MRVL and ALAB, going a bit heavier into AVGO after its draw down!

Changes:NOK +3.5%POET +0.2%ANET +0.2%AAOI +0.2%NET +0.2%

going to a take a risk here and double our position into NOK by removing our silver position. very bullish on the Finnish here!

Changes:NOK +1.1%LASR +0.9%FN +0.8%POET +0.7%VIAV +0.7%

taking a rebalance here in order to secur profits and move some capital to our underperformers!