Tuesdays meeting started with a guest speaker, ---, the CEO of BirchBrook Investments. After the guest speaker, a team led by sector head of technology Bradley Wallace along with one of his analysts Jack Leys, the director of performance Chris Johanson, analyst from the industrial sector Alex Goniatis, and sector head of Utilities Levi Lambert working as the bull position successfully trimmed both Alphabet (GOOGL) and Visa (V) votes to pass with 95% for GOOGL, and 90% for V. Although both these companies have been performing extremely well and have shown that they will continue, we have decided to cut these positions because they no longer fit within the SPIFFY guidelines as two of the world's largest companies, as well as the technology sector being overweight in the overall portfolio.