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Changes:MSFT +4.0%GOOG +1.9%NVDA +1.9%IBM +1.9%ARQQ -8.1%

$QUANTCOMP2 ReBalance

Changes:ARQQ +9.1%QUBT +1.1%IBM +0.1%RGTI -3.9%QBTS -1.9%

Rebalancing to an equal weight to take advantage of strong IBM earnings and over punishment of MSFT that still has strong fundamentals.

Changes:NVDA +5.0%GOOG +5.0%MSFT +5.0%IBM +4.5%RGTI -8.0%

We are rebalancing to give a slightly larger weighting to the non-core constituents such as Alphabet, Nvidia and Microsoft. While maintaining a larger overall weighting of the ‘pure play’ quantum stocks in line with our core strategy. We want to lighten the weights to the pure play while we watch how they perform over the next quarter given they are still operating at negative EBT. Their cash positions remain strong but we want to take advantage of potential price upswing in the non pure play stocks as we head into the year end. (NOTE: this is not investment advice, it’s simply an explanation of why we are rebalancing).

weekly rebalance to bring back to desired weighting, which puts the ‘pure play’ quantum companies back to their higher weight.

Changes:QBTS +1.0%RGTI -1.0%

Regular weight rebalancing to bring back in line. No stocks are added or removed.

Changes:RGTI +24.0%QBTS +18.5%IONQ +17.0%QUBT +10.0%GOOG +7.0%

Rebalancing to bring the portfolio closer to initial weighting while maintaining overweight in Rigetti. we are now underweight in laggard Quantum Computing and adding a small position in early stage company Arqit Quantum to the portfolio for the first time. We maintain a heavier weight in pure play quantum companies with a lighter weight on established companies with quantum exposure.