MSOS - 31.20%
GANX - 13.99%. *continue adding in the 4s
KTOS - 12.64%. *Increased position on offering Weakness
TCNNF - 7.38%. *New ENVX - 7.03% *Reduced Prior to ER
IIPR - 4.84%
GRUSF - 4.4%
MLR - 2.39%
DRS - 2.34%. *New
Cash - 13.79%
*Removed PACB after earnings call
YTD (since 01/01/24)
SPY - 8.44%
QQQ - 9.67%
Portfolio - 19.99%
Updated - 03/01/24