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No. of Recommendations: 2
UPST and CRWD, with a lot of help, moved the port up 3.02%. 19 advances, 6 declines. UPST and CRWD both up more than 8%. Now up 23.2% YTD and o.k. with having 26% cash.

I bought a tiny amount of SEMR (a mention on Saul's board).

DW near ATH at +25.9%.

I had 5 stocks at about the same amount: UPST, CRWD, SE, DDOG, and OKE. I am thinking of taking some of that cash and raising OKE to the level of the last three. OKE is my dividend stock and I am not reinvesting dividends.

SPG up 2.4% so Dreamer might be picking up the (polkadot?) mic later tonight.

KC
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