Bought an initial 25% of Cognex (CGNX) will continue to accumlate.

Bought an initial 25% and will continue to accumulate

Profit taking. This had crept up to 3.5% of the portfolio.

This was the 20% bought on 09/04 for $166 - Core holding remains. Also Squared up Credo put - I had a hedge for Credo’s price falling.

Sold all MaxLinear - Stop Loss Triggered $90

Bought an initial 20% and will accumulate more - the cybersecurity stock is always expensive, but I need to add more of this sector.