Latest portfolio moves—nearly at full deployment now. Timing worked out: everything I cycled back into came at better entry points than my October exits.

Past week's additions? Topped off positions in $ONDS, $RKLB, and $BITF. The momentum on these justified averaging up.

Fresh entries include $TMDX, $BTDR, $BSOL, $BTQ, and $NUAI. Each one fits different thesis angles—some exposure diversification, some conviction plays on emerging narratives.

Also shuffled $LUNR between accounts for rebalancing purposes. Not a buy or sell, just internal allocation tweaks to optimize structure.

Feels solid being this deployed heading into year-end. Next moves will likely be tactical trims rather than fresh capital deployment.