Positions [05/29/2020] High/Low $AMZN $AAPL $ISRG $BA $MRNA $URI $NVDA $MCD $CCI $RTX $JPM $BABA $NVAX $NRG $GE $BX $INO $BP $PSTI Cash 18.32%. Exited $PTON. Pending Trim/Exit $BA &gt;&gt; $167, Watch List $AKAM $DKNG $TSM Otherwise Holding All Positions. Maintain Cash &gt; 15%.