On 2/27/24, Technologies executed an emergency sale of SPIFFY's entire position of $SMCI due to concerns that the company was extremely overvalued. This sale closed one of SPIFFY's best performing purchases, returning over $400,000 in a little over two years. 138 shares were sold at $864.02, closing SPIFFY's position in $SMCI

On 2/26/24 Technologies trimmed SPIFFY's position in $GOOGL by 440 shares in order to correct Technologies', portfolio allocation. 440 shares were sold at $145.00 per share, leaving GOOGL with  position size of $63,800

On 2/26/24 Technologies trimmed SPIFFY's position in $V by 174 shares in order to correct Technologies', portfolio allocation. 174 shares were sold at $279.18 per share, leaving $V with  position size of $42,298

On 2/12/24 Utilities purchased a position in $ES of 1507 shares in order to increase allocation in the portfolio. 1507 shares were purchased at $53.45 bringing $ES to a position size of $80,579 

On 2/7/24, Technologies executed an emergency sale of a portion of SPIFFY's position of $SMCI due to a extreme price rally off of 2023 earnings. 203 shares were sold at $590.05, bringing SPIFFY's position in $SMCI to $81,427