304.81
Bought
This is not defensive, this is an AI infrastructure stock, higher risk / reward.
19.23
Bought
10
148.25
Bought
5
410.5
Bought
Initial purchase, will add more on declines.
109.8
Bought
Initial purchase, likely to add more
10.01
Sold
It was a tiny position, keeping Rubrik and Crowdstrike in cybersecurity.
45.76
Sold
It was a small position, recovery looks uncertain and too far out.
