Positions [06/05/2020] High/Low $AMZN $AAPL $ISRG $BA $URI $MCD $NVDA $ZM $CCI $RTX $JPM $BABA $NVAX $GE $NRG $BX $INO $BP $PSTI Cash 18.43%. Added $ZM on Dip. Exited $MRNA Trimmed $RTX. Watch List $TSLA (on Pullback) $TSM $ZI Otherwise Holding Positions. Maintain Cash &gt; 15%.