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                             Amazon.com Inc. (AMZN $245.52) Amazon.com Inc. (AMZN $245.52)
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                             Meta Platforms Inc. (META $652.59) Meta Platforms Inc. (META $652.59)
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                             Alphabet Inc. (GOOG $279.67) Alphabet Inc. (GOOG $279.67)
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                             NVIDIA Corporation (NVDA $203.88) NVIDIA Corporation (NVDA $203.88)
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                             Advanced Micro Devices Inc. (AMD $255.88) Advanced Micro Devices Inc. (AMD $255.88)
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                             Novanta Inc. (NOVT $124.86) Novanta Inc. (NOVT $124.86)
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                             Axon Enterprise Inc. (AXON $740.10) Axon Enterprise Inc. (AXON $740.10)
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                             e.l.f. Beauty Inc. (ELF $122.18) e.l.f. Beauty Inc. (ELF $122.18)
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                             Synopsys Inc. (SNPS $450.33) Synopsys Inc. (SNPS $450.33)
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                             Vertiv Holdings LLC Class A (VRT $189.38) Vertiv Holdings LLC Class A (VRT $189.38)
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                             Nu Holdings Ltd. Class A (NU $16.03) Nu Holdings Ltd. Class A (NU $16.03)
            Q: Sold 1/2 my portfolio (except CSU, TOI, LMN) at the end of August.  First week into Sept and I'm looking smart.  While I think it's still too early, when and how do I get back into market?  Holdings (some sold out in August) include AMZN, META, NVDA, AMD, VRT, BN, SHOP, AXON, SNPS, NOVT, GOOG, NU, ELF.  
        
     
                             
                             
                    