I think I'm satisfied with how the past month went. There were a few major unforeseen personal expenses that I had to cover. That's why I want to start by building up my cash reserve, which I'll fund with my salary and dividends.
I sold $YYYY (-0.64%) and invested the freed-up capital in $WINC (-0.42%) (50%) as well as $JEPQ (-0.88%) and $ASWM (-2.15%) (25% each).
I also bought a few more shares of Pepsi, Pfizer, and American Tower.
