Positions [05/08/2020] High/Low $AMZN $AAPL $ISRG $BA $MRNA $URI $MCD $RTX $NVDA $CCI $JPM $NRG $GE $BX $INO $PTON $BP $PSTI Cash 19.94%. Increased $MRNA Added $PTON Pending Exit $BA &gt;&gt; $167/s. Watch List $TSM $TWLO Otherwise Holding All Positions. Maintain Cash &gt; 15%.