Portfolio split as of 1 July. Added to $MA $DIS #AFX #TSTL and purchased #MPAC this month, no sells. Good month for $TTD 

$APPN #KWS $V $AMZN #KETL $ADBE $HUBS #EML #ABDP #REL #SGLN #RMV #GYM #PETS https://t.co/zoYCIXGuNg