1/23/25 Portfolio Update (+20.2% YTD vs $SPY +4.3%)

$AMZN 11.2%
$KWEB 9.3%
$SNOW 7.3%
$AMPL 4.7%
$TLN 4.4%
$BRZE 4.3%
$ARQT 4.3%
$KRKNF 4.2%
$TEM 4%
$LC 3.9%
$CLPT 3.8%
$POWL 3.7%
$MGNI 3.6%
$TDW 3.5%
$PSNL 3.2%
$NXT 3.1%
$SNDA 3%
$VMEO 2.7%
$RGNX 2.6%
$SSSS 2.4%
$SOC 2.4%
#SPY #AMZN #KWEB #SNOW #AMPL #TLN #BRZE #ARQT #KRKNF #TEM #LC #CLPT #POWL #MGNI #TDW #PSNL #NXT #SNDA #VMEO #RGNX #SSSS #SOC