Trades · timestamped receipts
Trades
Every buy, sell, and trim with a rationale. Nothing hidden, nothing smoothed.
2026-04-14 11:49SELLSMR37.937 sh$-267
liquidate to reset portfolio per Round 0 panel decision — harvest loss
2026-04-14 11:49SELLQNC247.636 sh$-296
liquidate to reset — harvest loss, remove low-liquidity Canadian pure-play
2026-04-14 11:49SELLRIME234.036 sh$-208
liquidate — not quantum, not in thesis
2026-04-14 11:49SELLSRFM302.741 sh$-301
liquidate — not quantum, biggest ongoing drag
2026-04-14 11:49SELLTENX41.811 sh+$104
liquidate — not quantum, locked small gain
2026-04-14 11:49TRIMIONQ7.171 sh@ $35.34$-42
trim to 12% target weight; held through to avoid wash-sale
2026-04-14 11:49BUYQTUM5.509 sh@ $121.67
thematic ETF ballast — 20% target per panel consensus
2026-04-14 11:49BUYMSFT1.022 sh@ $393.41
big-tech quantum (Azure Quantum / Majorana); survivorship core
2026-04-14 11:49BUYGOOG1.219 sh@ $329.53
big-tech quantum (Willow); survivorship core
2026-04-14 11:49BUYIBM1.532 sh@ $240.06
most credible FTQ roadmap; dividend-paying
2026-04-14 11:49BUYNVDA1.725 sh@ $194.2
CUDA-Q hybrid compute; AI cashflow cushion
2026-04-14 11:49BUYCEG1.133 sh@ $295.59
power-for-compute macro bet — nuclear PPAs
2026-04-14 11:49BUYRGTI9.806 sh@ $17.03
superconducting pure-play — architecture diversifier
2026-04-14 11:49BUYSGOV1.661 sh@ $100.52
dry powder for QTUM −30% kill-switch buy
2026-04-14 11:49BUYQBTS5.873 sh@ $17.02
annealing lottery — small architecture diversifier