So and a little tidying up again... But without additional purchases... I don't really know where it's worthwhile right now. I'll end up putting everything into an ETF :D The state coffers will be happy - but I'm happy to do something for the non-existent government ;)
Out are:
$VICI (-2.2%) and $O (-2.87%) half each
$CVX (-2.35%) - bought a week before the election
$TSLA (-6.41%) - bought a week before the election
$SFM (-3.46%) - Thank you @Simpson for the great share. I had seen it at some point in your SparplanDepot and saw how well it was doing, so I got in at some point.