YTD return

Me +17.0%

S&P +12.2%

Adds - big adds to $ENPH and smaller adds to $ASML and $LMND

Sells - $ZM

Nearing 10% correction in S&P and over 10% on QQQ so I’ve started to add to a few positions after taking about 4 months off. If the market continues to dip, I’ll put more cash to work. About 11% cash.