Trades
Timestamped receipts. Every buy, sell, and trim with a rationale.
- 2026-04-14 11:49SELLSMR37.937 shliquidate to reset portfolio per Round 0 panel decision — harvest loss$-267
- 2026-04-14 11:49SELLQNC247.636 shliquidate to reset — harvest loss, remove low-liquidity Canadian pure-play$-296
- 2026-04-14 11:49SELLRIME234.036 shliquidate — not quantum, not in thesis$-208
- 2026-04-14 11:49SELLSRFM302.741 shliquidate — not quantum, biggest ongoing drag$-301
- 2026-04-14 11:49SELLTENX41.811 shliquidate — not quantum, locked small gain+$104
- 2026-04-14 11:49TRIMIONQ7.171 sh@ $35.34trim to 12% target weight; held through to avoid wash-sale$-42
- 2026-04-14 11:49BUYQTUM5.509 sh@ $121.67thematic ETF ballast — 20% target per panel consensus
- 2026-04-14 11:49BUYMSFT1.022 sh@ $393.41big-tech quantum (Azure Quantum / Majorana); survivorship core
- 2026-04-14 11:49BUYGOOG1.219 sh@ $329.53big-tech quantum (Willow); survivorship core
- 2026-04-14 11:49BUYIBM1.532 sh@ $240.06most credible FTQ roadmap; dividend-paying
- 2026-04-14 11:49BUYNVDA1.725 sh@ $194.2CUDA-Q hybrid compute; AI cashflow cushion
- 2026-04-14 11:49BUYCEG1.133 sh@ $295.59power-for-compute macro bet — nuclear PPAs
- 2026-04-14 11:49BUYRGTI9.806 sh@ $17.03superconducting pure-play — architecture diversifier
- 2026-04-14 11:49BUYSGOV1.661 sh@ $100.52dry powder for QTUM −30% kill-switch buy
- 2026-04-14 11:49BUYQBTS5.873 sh@ $17.02annealing lottery — small architecture diversifier