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Changes:RDW +1.9%PLTR +1.1%LASR +0.7%SATS +0.6%PKE +0.6%

$IRONDOME Moved some earnings from ASTS to PLTR, KTOS, SATS and RDW as more fronts open with increased geopolitical tension requiring secirity based technologies

Changes:PLTR +4.0%NOC +0.8%RKLB +0.5%AVAV +0.4%KTOS +0.4%

Reallocating earnings over the last 30 days to reprioritize RKLB ASTS NOC LMT PLTR KTOS, increasing their overall weight in the portfolio as performance and global events keep me convicted on our thesis

Changes:CCJ +4.1%CAT +3.0%LRCX +2.0%LMT +1.4%NOC +0.8%

Added Lam Research, Cameco and Caterpillar after taking some earnings from YTD performers.

Changes:MOG.A +10.7%RKLB +9.0%ASTS +8.4%RTX +8.1%SKYT +7.8%

Reduced positions in PLTR, and used earning from MOGA, KTOS, SKYT, PKE to make room for small positions in SATS, KRMN and RDW