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Changes:LPTH +3.3%CRWD +1.7%PLTR +0.5%SHLD +0.3%NOC +0.2%

$IRONDOME Reallocating some earnings primarily to push back into LPTH ahead of earnings report next week. Did not take an aggressive position at this time. Will continue to reassess.

Changes:CAT +8.0%NOC +1.0%LPTH +0.7%KTOS 0.0%ASTS -3.2%

Placing CAT back into the book to refocus on the original thesis and its position to reduce some volatility

Changes:PLTR +6.1%ASTS +3.9%RKLB +2.6%CRWD +2.4%KTOS +1.3%

Removing CAT and NOW from the book to reallocate across other positions

Changes:ASTS +4.7%LPTH +3.0%KTOS +2.5%RKLB +2.2%RTX +0.7%

Rebalancing and prioritizing ASTS and RKLB this week, watching plans for continued growth accelerating

Changes:SHLD +11.0%NOW +8.0%CAT +3.0%CRWD +2.7%KTOS +1.7%

Added SHLD and NOW and removed assets including MOG.A and PKE to make room

Changes:CRWD +5.0%MOG.A +3.0%PKE +3.0%RTX +2.7%KTOS +2.1%

Removed NOW, RDW and ECHO after poor performance to make room for reinvestment in original thesis and overall book.

Changes:BIL +4.3%MOG.A +0.4%PKE +0.4%LMT +0.4%CAT +0.4%

Rebalancing with even allocation during sell off today and will monitor through the week.

Changes:NOW +8.0%CRWD +7.0%SKYT -1.6%LPTH -1.2%MOG.A -1.1%

Adding service now and crowdstrike to the portfolio and reducing positions equally to make room for them without removing any assets at this time

Changes:RKLB +1.0%SKYT +1.0%RDW +1.0%LPTH +1.0%ECHO +0.9%

Broad rebalance to take some earnings and reallocate based on continued negotiations, trends and expectations this week.

Changes:BIL +3.9%LASR +1.2%MOG.A +1.0%RTX +1.0%NOC +0.9%

Overall Rebalance to the portfolio with even allocation across the board including BIL to watch geopolitical events through holiday with an eye on activity in Cuba