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Changes:PURR +14.3%NOW +14.3%CRWD +14.3%SOFI -10.7%BE -10.7%

$RESOLUTION Adding PURR, NOW and CRWD - reallocating evenly across assets to try to revive this book this week.

Changes:SOFI +14.7%RKLB +11.7%PWR +7.7%ASTS -13.3%KTOS -10.3%

Removing all but BE, PWR, SOFI, RKLB at this time. Evenly rebalanced with strong conviction. Please exit your positions if too aggressive.

Changes:BE +18.0%PWR +7.2%ASTS +5.3%RKLB +3.9%KTOS +0.6%

Moving earnings with big focus on BE this week. Will reassess and reallocate next week.

Changes:CRWD +10.9%ASTS +1.9%KTOS +1.6%RKLB +1.3%PWR +1.1%

Removing CAT and GEV to focus more on an expected increase in cyber defense and energy.

Changes:NU +7.1%CRWD +3.8%NOW +2.8%SOFI +2.8%KTOS +1.8%

Removed PLTR, ETN, ECHO, LRCX, RTX to RealllocTe with higher conviction in the remainder of the book.

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

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.