Vertiv Holdings Co
VRT
April 22, 2026

304

Sold

20

Profit taking of the March purchase at $237. Excellent results today: The investment thesis remains sound and intact, but I believe the stock is priced to perfection and likely to stay range bound for a while.

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Vertiv Holdings Co
VRT
April 22, 2026

304

Sold

20

Profit taking of the March purchase at $237. Excellent results today: The investment thesis remains sound and intact, but I believe the stock is priced to perfection and likely to stay range bound for a while.

Nextera Energy
NEE
April 21, 2026

92.16

Bought

Nebius
NBIS
April 13, 2026

158

Sold

Sold the shares I bought on 3/31/2026 for $97 - profit taking, may buy it back.

Roblox
RBLX
April 8, 2026

60.34

Bought

Reducing my average cost.

Rubrik
RBRK
April 8, 2026

55.6

Bought

Reducing my average cost.

Pure Storage
PSTG
April 8, 2026

65.59

Bought

Reducing my average cost.

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