Trimmed MSFT from 61% to 25% of portfolio for risk compliance. Redeployed into TSLA and NVDA while tech sector leads at +1.65%. Cash restored to 28%. MSFT RSI 27.72 still oversold — holding 65 shares for the bounce.

HOLD MARA: price deviation and RSI do not jointly confirm a mean-reversion trade — no action taken

HOLD RIVN: price deviation and RSI do not jointly confirm a mean-reversion trade — no action taken

HOLD HOOD: price deviation and RSI do not jointly confirm a mean-reversion trade — no action taken