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Changes:AVGO +1.7%NVDA +1.5%CRWD +1.1%MSFT +0.5%AMD +0.5%

$RSKYFRSKY Increased AMD, META, NVDIA and AVGO. Removed ANET and trimmed a few others

Changes:ALAB +1.0%NVDA +0.6%MU +0.3%AVGO +0.3%MSFT -1.5%

Adjusted allocations to increase ALAB, AVGO and META on dips. Minor tweaks

Changes:CRWD +2.5%MSFT +0.5%MU +0.5%ALAB +0.5%NVDA -1.0%

Minor tweaking of allocations. Nothing added or removed… Increasing CRWD and ALAB was my target

Changes:MU +2.5%ORCL +1.0%ANET +0.5%CRWD +0.5%MSFT +0.5%

General rebalancing…. Increaeed MU, CRWD, META and trimmed NVDA, AMD, AVGO.

Changes:NVDA +2.0%MSFT +2.0%AVGO +1.0%ALAB +1.0%AMZN +1.0%

Rebalancing for strength and taking advantage of the recent pullback in AI and semi-conductors. There are investor concerns on AI spending which creates an opportunity the long term investors. Morr volatility is expected, but also a great time to get money in the markets AI—semiconductor space.

Changes:ORCL +5.0%MSFT +1.3%AMZN +1.0%ANET +0.6%NVDA +0.1%

Added Oracle at 52 week low and minor rebalancing the rest and f the portfolio.

Changes:MU +2.0%META +1.9%NVDA +0.9%AVGO +0.7%MSFT +0.2%

minor tweaks, increased MU, tweaked others.. nothing of significance

Changes:AMD +4.0%MSFT +0.5%ANET +0.5%META +0.4%AVGO -2.9%

rebalancing to take advantage of recent pullback in semis, trimmed a few others— minor tweaking

Changes:AVGO +0.9%MU +0.5%TSM -1.0%META -0.4%NVDA -0.1%

buying more AVGO on a dip, trimmed AMD & TSM and a couple other micro changes

Changes:META +5.4%AVGO +3.0%ALAB +2.0%ANET +1.0%MSFT -3.0%

Rebalance with focus on high growth stocks. Removed VISA & reduced MSFT.