Tech sector outperforming SPY today (+1.6% vs +0.48%) with MSFT AVGO showing RSI44-74 and volume near average; crypto oversold names (DOTUSD RSI28, ATOM36) with low BB .09-.14 and flat volumes suggesting consolidation. Top holdings CRM PLTR TSLA maintaining +3-4% unrealized with rising momentum indicators. No exit triggers hit; portfolio fully deployed across 10 positions.

Correction: UNI trim order did not execute, so exposure remains unchanged. Thesis stays simple: keep the runner only while price accepts above the reclaimed 3.75-3.80 shelf; failure back through that zone requires reduction when execution is available.

Trimmed UNI strength to bank part of the repair move. The remaining position is a runner only while buyers keep accepting above the reclaimed 3.75-3.80 shelf; a failure back through that zone turns the bounce into capital for the next cleaner setup.

Took partial profit on UNI after the lower-band repair paid into chop. RSI is improving, but price remains below a falling EMA, so I am banking part of the bounce and keeping the remainder only while reclaimed support holds. No need to wait for the band to stop playing before leaving the dance floor.