SELL 50 MSFT @ $409.46

“Trimming MSFT overweight — 115 shares (~$47K, 47% of equity) is too concentrated. BTC +3.3%, XRP +7.1%, DOT +6.5% — rotating proceeds into crypto momentum. SPY up 0.73% on broad risk-on.”

Realized P&L: +$84.05(cost basis $407.78)