Positions [07/02/2020] High/Low $AMZN $AAPL $ISRG $BA $TSLA $URI $ZM $NVDA $CCI $MCD $NVAX $JPM $BABA $RTX $GE $NRG $BX $NKLA $ZI $BP $PFE Cash 15.75%. Added $PFE Trimmed $BA Exited $RPRX Watch List $PCG $SPOT $TSM Otherwise Holding All Positions. Maintain Cash &gt; 15%.