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                             Amazon.com Inc. (AMZN $244.22) Amazon.com Inc. (AMZN $244.22)
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                             Meta Platforms Inc. (META $648.35) Meta Platforms Inc. (META $648.35)
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                             Alphabet Inc. (GOOG $281.82) Alphabet Inc. (GOOG $281.82)
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                             NVIDIA Corporation (NVDA $202.49) NVIDIA Corporation (NVDA $202.49)
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                             Advanced Micro Devices Inc. (AMD $256.12) Advanced Micro Devices Inc. (AMD $256.12)
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                             Novanta Inc. (NOVT $127.01) Novanta Inc. (NOVT $127.01)
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                             Axon Enterprise Inc. (AXON $732.23) Axon Enterprise Inc. (AXON $732.23)
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                             e.l.f. Beauty Inc. (ELF $122.14) e.l.f. Beauty Inc. (ELF $122.14)
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                             Synopsys Inc. (SNPS $453.82) Synopsys Inc. (SNPS $453.82)
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                             Vertiv Holdings LLC Class A (VRT $192.86) Vertiv Holdings LLC Class A (VRT $192.86)
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                             Nu Holdings Ltd. Class A (NU $16.11) Nu Holdings Ltd. Class A (NU $16.11)
            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.  
        
     
                             
                             
                    