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Changes:ITA +9.8%VTI +9.3%DRAM -13.1%SMH -5.8%QQQM -0.3%

$KENGINE expecting a deeper Floor for the semiconductors. cutting losses for now

Changes:QQQM +25.3%VTI +0.7%ITA +0.2%QQQ -25.0%DRAM -0.6%

Substituting QQQM for QQQ. it has a much lower ratio. Hoping to keep things as is for a while

Changes:ITA +15.0%QQQ +5.0%SMH +1.3%XLI -10.0%VXUS -10.0%

Bringing in ITA into the picture. Long term goal is to minimize taxable events. Again, would like to emphasize DCA strategy

Changes:DRAM +15.0%VXUS +10.0%XLI -13.0%QQQ -7.0%SMH -5.0%

adding a little bit of diversity with some exposure to international markets. also bringing in some data storage and bandwidth through DRAM.