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 (-0,25 %) and invested the freed-up capital in $WINC (+0,34 %) (50%) as well as $JEPQ (+0,23 %) and $ASWM (+0,54 %) (25% each).
I also bought a few more shares of Pepsi, Pfizer, and American Tower.
