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Changes:NOW +6.3%GEV +6.3%BE +3.9%SOFI +3.8%CRWD +2.4%

$RESOLUTION Removed ECHO LRCX RTX to take earnings and reallocate across the portfolio

Changes:VICR +9.0%PWR +4.6%KTOS +4.5%ASTS +2.9%CRWD +2.6%

Rebalancing to remove low performers to make room for VICR and other assets.

Changes:RTX +1.7%KTOS +1.1%GEV +0.7%NU +0.7%SOFI +0.7%

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

Changes:CRWD +4.0%NOW +3.0%CAT +2.0%PWR +2.0%ASTS +1.4%

Removing QTUM and EWY ETFs to return to individual companies only at this time.

Changes:GEV +1.9%CAT +0.8%LRCX +0.7%RTX +0.7%ETN +0.7%

Rebalancing evenly across the portfolio as the market continues to extract capital. will watch rebound and reassess after reset.

Changes:NOW +2.2%CRWD +2.1%QTUM +1.0%BE +0.8%PWR +0.8%

Rebalancing to prioritize service now and crowd strike and reduce positions in SOFI and NU to make some room

Changes:CRWD +5.0%NOW +5.0%SOFI +4.1%NU +4.1%CAT +0.3%

Adding Service Now and Crowdstrike and reallocating equally for today.

Changes:PWR +7.9%ECHO +7.9%QTUM +6.9%RKLB +5.9%PLTR +5.0%

Reallocating back from BE to all assets and removing VCX to make room

Changes:BE +78.0%ECHO -7.0%RKLB -6.0%KTOS -6.0%ASTS -6.0%

Moving earnings to BIL until early next week and will reallocate accordingly

Changes:SOFI +6.0%NU +6.0%PLTR +6.0%ECHO +3.0%KTOS +2.0%

Complete rebalance to address the volatility and try to optimize a reversal adding PLTR, NU and SOFI as well and dropping a few positions to make room