Simulation Report

Top-Tech + Space DCA with Annual Rebalance

The simulation finished up 565.33% versus contributed principal.

Created at 2026-06-22 17:21:05 / Updated by Colin ZHao

Thesis

No forward-looking thesis was provided.

Goal

Maximize long-run after-tax growth within an 80/20 tech/space DCA framework

Primary metric: Total return (CAGR), after tax and fees

Period

Simulation range: 2016-01-05 -> 2026-06-12
Starting value: 202,333.08
Principal contributed: 517,500.00
Ending cash: 15,387.14

Strategy Rules

Top-Tech + Space DCA with Annual Rebalance 1.0

80% technology / 20% space-defense allocation
Tech = top-5 US tech-segment names by market cap; space = BA + LMT
No hindsight: holdings chosen from data observed at each date
Annual rebalance to equal-weight within each sleeve

Result

Ending value: 3,443,066.17Portfolio value at the final available date
Total gain/loss: +2,925,566.17+565.33%
Avg yearly gain: +25.52%Money-weighted annualized return using the recorded deposit schedule
SPY yearly gain: +15.39%SPY ending value: 1,623,381.09
Max drawdown: -33.70%7 open positions at the end of the run

Run Facts

Largest position: 17.70%
Cash position: 15,387.14 (0.45%)
Unique stocks traded: 8

Tax Profile

Unrealized gain exposure: +1,926,522.30
Long-term tax: 139,221.69
Short-term tax: 0.00
Dividend tax: 11,216.68
Total estimated tax: 150,875.58

Strategy Check

The strategy followed the trading-universe rule: 8 user-selected stocks were traded, with 687 buys and 130 sells.
The strategy met the capital-growth goal in absolute terms, finishing with a 565.33% return on contributed principal.
The path was volatile: maximum drawdown reached -33.70%.

Note

Run on default session. NVDA excluded at 2016 inception as hindsight; GOOGL seeded the 4th tech slot. META held 2017-2022, rotated to NVDA Jan-2023 on market-cap rank. TSLA never added (classified Consumer Discretionary); foreign ADRs (TCEHY/BABA/TSM) excluded from US-tech sleeve. Minor: two contributions landed in June 2026 near the data boundary (2026-06-05 and 2026-06-12). Data ends 2026-06-12.

Positions At Report Date

Symbol	Quantity	Last Price	Market Value	Unit Cost	Total Cost	$ Gain/Loss	% Gain/Loss	% of Group
AAPL	1,996	291.13	581,095.49	110.44	220,440.75	+360,654.74	+163.61%	16.95%
AMZN	2,288	238.55	545,802.41	114.61	262,220.85	+283,581.56	+108.15%	15.92%
BA	1,464	219.05	320,689.20	189.93	278,056.89	+42,632.31	+15.33%	9.36%
GOOGL	1,687	359.68	606,780.15	90.72	153,044.69	+453,735.46	+296.47%	17.70%
LMT	650	540.33	351,214.51	438.89	285,276.94	+65,937.57	+23.11%	10.25%
MSFT	1,126	390.74	439,973.23	222.89	250,977.37	+188,995.85	+75.30%	12.84%
NVDA	2,837	205.19	582,124.04	18.03	51,139.23	+530,984.81	+1,038.31%	16.98%

As of 2026-06-12

Show types

DEPOSIT BUY INTEREST DIVIDEND SELL

Date	Action	Symbol	Qty	Price	Acquired	Term	Cash	Note
2026-06-12	BUY	BA	1	219.05	—	—	-219.05	Monthly DCA 2026-06: 20% space/defense sleeve, equal-weight 1/2 into BA.
2026-06-12	BUY	NVDA	1	205.19	—	—	-205.19	Monthly DCA 2026-06: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2026-06-12	BUY	MSFT	1	390.74	—	—	-390.74	Monthly DCA 2026-06: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2026-06-12	BUY	GOOGL	1	359.68	—	—	-359.68	Monthly DCA 2026-06: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2026-06-12	BUY	AMZN	1	238.55	—	—	-238.55	Monthly DCA 2026-06: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2026-06-12	BUY	AAPL	1	291.13	—	—	-291.13	Monthly DCA 2026-06: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2026-06-12	DEPOSIT	—	—	—	—	—	+2500.00	—
2026-06-08	DIVIDEND	GOOGL	1,686	0.22	—	—	+370.92	—
2026-06-05	BUY	BA	1	215.45	—	—	-215.45	Monthly DCA 2026-06: 20% space/defense sleeve, equal-weight 1/2 into BA.
2026-06-05	BUY	NVDA	1	205.1	—	—	-205.10	Monthly DCA 2026-06: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2026-06-05	BUY	GOOGL	1	368.53	—	—	-368.53	Monthly DCA 2026-06: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2026-06-05	BUY	AMZN	1	246.03	—	—	-246.03	Monthly DCA 2026-06: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2026-06-05	BUY	AAPL	1	307.34	—	—	-307.34	Monthly DCA 2026-06: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2026-06-05	DEPOSIT	—	—	—	—	—	+2500.00	—
2026-06-04	DIVIDEND	NVDA	2,835	0.25	—	—	+708.75	—
2026-06-01	INTEREST	—	—	—	—	—	+26.45	—
2026-06-01	DIVIDEND	LMT	650	3.45	—	—	+2242.50	—
2026-05-21	DIVIDEND	MSFT	1,125	0.91	—	—	+1023.75	—
2026-05-11	BUY	BA	1	238.21	—	—	-238.21	Monthly DCA 2026-05: 20% space/defense sleeve, equal-weight 1/2 into BA.
2026-05-11	BUY	NVDA	1	219.44	—	—	-219.44	Monthly DCA 2026-05: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2026-05-11	BUY	GOOGL	1	388.64	—	—	-388.64	Monthly DCA 2026-05: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2026-05-11	BUY	AMZN	1	268.99	—	—	-268.99	Monthly DCA 2026-05: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2026-05-11	BUY	AAPL	1	292.68	—	—	-292.68	Monthly DCA 2026-05: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2026-05-11	DEPOSIT	—	—	—	—	—	+2500.00	—
2026-05-11	DIVIDEND	AAPL	1,993	0.27	—	—	+538.11	—
2026-05-01	INTEREST	—	—	—	—	—	+21.24	—
2026-04-02	BUY	BA	1	208.22	—	—	-208.22	Monthly DCA 2026-04: 20% space/defense sleeve, equal-weight 1/2 into BA.
2026-04-02	BUY	NVDA	2	177.39	—	—	-354.78	Monthly DCA 2026-04: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2026-04-02	BUY	MSFT	1	373.46	—	—	-373.46	Monthly DCA 2026-04: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2026-04-02	BUY	GOOGL	1	295.77	—	—	-295.77	Monthly DCA 2026-04: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2026-04-02	BUY	AMZN	1	209.77	—	—	-209.77	Monthly DCA 2026-04: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2026-04-02	BUY	AAPL	1	255.92	—	—	-255.92	Monthly DCA 2026-04: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2026-04-02	DEPOSIT	—	—	—	—	—	+2500.00	—
2026-04-01	INTEREST	—	—	—	—	—	+18.26	—
2026-03-11	DIVIDEND	NVDA	2,832	0.01	—	—	+28.32	—
2026-03-09	DIVIDEND	GOOGL	1,683	0.21	—	—	+353.43	—
2026-03-06	BUY	BA	1	231.11	—	—	-231.11	Monthly DCA 2026-03: 20% space/defense sleeve, equal-weight 1/2 into BA.
2026-03-06	BUY	NVDA	2	177.82	—	—	-355.64	Monthly DCA 2026-03: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2026-03-06	BUY	GOOGL	1	298.52	—	—	-298.52	Monthly DCA 2026-03: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2026-03-06	BUY	AMZN	1	213.21	—	—	-213.21	Monthly DCA 2026-03: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2026-03-06	BUY	AAPL	1	257.46	—	—	-257.46	Monthly DCA 2026-03: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2026-03-06	DEPOSIT	—	—	—	—	—	+2500.00	—
2026-03-02	INTEREST	—	—	—	—	—	+4.61	—
2026-03-02	DIVIDEND	LMT	650	3.45	—	—	+2242.50	—
2026-02-19	DIVIDEND	MSFT	1,124	0.91	—	—	+1022.84	—
2026-02-11	BUY	BA	1	236.26	—	—	-236.26	Monthly DCA 2026-02: 20% space/defense sleeve, equal-weight 1/2 into BA.
2026-02-11	BUY	NVDA	2	190.05	—	—	-380.10	Monthly DCA 2026-02: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2026-02-11	BUY	GOOGL	1	310.96	—	—	-310.96	Monthly DCA 2026-02: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2026-02-11	BUY	AMZN	1	204.08	—	—	-204.08	Monthly DCA 2026-02: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2026-02-11	BUY	AAPL	1	275.5	—	—	-275.50	Monthly DCA 2026-02: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2026-02-11	DEPOSIT	—	—	—	—	—	+2500.00	—
2026-02-09	DIVIDEND	AAPL	1,990	0.26	—	—	+517.40	—
2026-02-02	INTEREST	—	—	—	—	—	+8.15	—
2026-01-05	BUY	LMT	119	511.57	—	—	-60876.83	Annual rebalance: top up LMT to equal-weight space 10% target with residual cash; deploy beats idle cash.
2026-01-05	BUY	MSFT	133	472.85	—	—	-62889.05	Annual rebalance: top up MSFT to equal-weight tech 16% target; deploy beats idle cash.
2026-01-05	BUY	AMZN	380	233.06	—	—	-88562.80	Annual rebalance: top up AMZN to equal-weight tech 16% target; deploy beats idle cash.
2026-01-05	BUY	AAPL	216	267.26	—	—	-57728.16	Annual rebalance: top up AAPL to equal-weight tech 16% target; deploy beats idle cash.
2026-01-05	SELL	NVDA	320	188.12	2023-01-03	LONG	+60198.40	Annual rebalance: trim NVDA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	GOOGL	505	316.54	2016-01-04	LONG	+159852.70	Annual rebalance: trim GOOGL to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	73	228.13	2020-01-13	LONG	+16653.49	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	4	228.13	2019-01-07	LONG	+912.52	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2017-09-01	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2017-08-10	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2017-07-03	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2017-06-01	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2017-05-03	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2017-04-10	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2017-03-01	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2017-02-01	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2016-12-14	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2016-11-03	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2016-10-04	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2016-09-02	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2016-08-04	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2016-07-06	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	SELL	BA	1	228.13	2016-06-06	LONG	+228.13	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2026-01-05	DEPOSIT	—	—	—	—	—	+2500.00	—
2026-01-02	INTEREST	—	—	—	—	—	+92.19	—
2025-12-08	DIVIDEND	GOOGL	2,186	0.21	—	—	+459.06	—
2025-12-04	DIVIDEND	NVDA	3,148	0.01	—	—	+31.48	—
2025-12-01	BUY	BA	1	186.46	—	—	-186.46	Monthly DCA 2025-12: 20% space/defense sleeve, equal-weight 1/2 into BA.
2025-12-01	BUY	NVDA	2	179.92	—	—	-359.84	Monthly DCA 2025-12: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2025-12-01	BUY	GOOGL	1	314.89	—	—	-314.89	Monthly DCA 2025-12: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2025-12-01	BUY	AMZN	1	233.88	—	—	-233.88	Monthly DCA 2025-12: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2025-12-01	BUY	AAPL	1	283.1	—	—	-283.10	Monthly DCA 2025-12: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2025-12-01	DEPOSIT	—	—	—	—	—	+2500.00	—
2025-12-01	INTEREST	—	—	—	—	—	+68.44	—
2025-12-01	DIVIDEND	LMT	531	3.45	—	—	+1831.95	—
2025-11-20	DIVIDEND	MSFT	991	0.91	—	—	+901.81	—
2025-11-10	DIVIDEND	AAPL	1,773	0.26	—	—	+460.98	—
2025-11-06	BUY	BA	1	196.5	—	—	-196.50	Monthly DCA 2025-11: 20% space/defense sleeve, equal-weight 1/2 into BA.
2025-11-06	BUY	NVDA	2	188.08	—	—	-376.16	Monthly DCA 2025-11: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2025-11-06	BUY	GOOGL	1	284.75	—	—	-284.75	Monthly DCA 2025-11: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2025-11-06	BUY	AMZN	1	243.04	—	—	-243.04	Monthly DCA 2025-11: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2025-11-06	BUY	AAPL	1	269.77	—	—	-269.77	Monthly DCA 2025-11: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2025-11-06	DEPOSIT	—	—	—	—	—	+2500.00	—
2025-11-03	INTEREST	—	—	—	—	—	+73.01	—
2025-10-10	BUY	BA	1	210.73	—	—	-210.73	Monthly DCA 2025-10: 20% space/defense sleeve, equal-weight 1/2 into BA.
2025-10-10	BUY	NVDA	2	183.16	—	—	-366.32	Monthly DCA 2025-10: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2025-10-10	BUY	GOOGL	1	236.57	—	—	-236.57	Monthly DCA 2025-10: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2025-10-10	BUY	AMZN	1	216.37	—	—	-216.37	Monthly DCA 2025-10: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2025-10-10	BUY	AAPL	1	245.27	—	—	-245.27	Monthly DCA 2025-10: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2025-10-10	DEPOSIT	—	—	—	—	—	+2500.00	—
2025-10-01	INTEREST	—	—	—	—	—	+60.54	—
2025-09-11	DIVIDEND	NVDA	3,142	0.01	—	—	+31.42	—
2025-09-08	DIVIDEND	GOOGL	2,183	0.21	—	—	+458.43	—
2025-09-04	BUY	BA	1	230.75	—	—	-230.75	Monthly DCA 2025-09: 20% space/defense sleeve, equal-weight 1/2 into BA.
2025-09-04	BUY	NVDA	2	171.66	—	—	-343.32	Monthly DCA 2025-09: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2025-09-04	BUY	GOOGL	1	232.3	—	—	-232.30	Monthly DCA 2025-09: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2025-09-04	BUY	AMZN	1	235.68	—	—	-235.68	Monthly DCA 2025-09: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2025-09-04	BUY	AAPL	1	239.78	—	—	-239.78	Monthly DCA 2025-09: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2025-09-04	DEPOSIT	—	—	—	—	—	+2500.00	—
2025-09-02	INTEREST	—	—	—	—	—	+52.24	—
2025-09-02	DIVIDEND	LMT	531	3.3	—	—	+1752.30	—
2025-08-21	DIVIDEND	MSFT	991	0.83	—	—	+822.53	—
2025-08-11	DIVIDEND	AAPL	1,770	0.26	—	—	+460.20	—
2025-08-06	BUY	BA	1	225.04	—	—	-225.04	Monthly DCA 2025-08: 20% space/defense sleeve, equal-weight 1/2 into BA.
2025-08-06	BUY	NVDA	2	179.42	—	—	-358.84	Monthly DCA 2025-08: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2025-08-06	BUY	GOOGL	2	196.09	—	—	-392.18	Monthly DCA 2025-08: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2025-08-06	BUY	AMZN	1	222.31	—	—	-222.31	Monthly DCA 2025-08: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2025-08-06	BUY	AAPL	1	213.25	—	—	-213.25	Monthly DCA 2025-08: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2025-08-06	DEPOSIT	—	—	—	—	—	+2500.00	—
2025-08-01	INTEREST	—	—	—	—	—	+44.08	—
2025-07-10	BUY	BA	1	226.09	—	—	-226.09	Monthly DCA 2025-07: 20% space/defense sleeve, equal-weight 1/2 into BA.
2025-07-10	BUY	NVDA	2	164.1	—	—	-328.20	Monthly DCA 2025-07: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2025-07-10	BUY	GOOGL	2	177.62	—	—	-355.24	Monthly DCA 2025-07: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2025-07-10	BUY	AMZN	1	222.26	—	—	-222.26	Monthly DCA 2025-07: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2025-07-10	BUY	AAPL	1	212.41	—	—	-212.41	Monthly DCA 2025-07: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2025-07-10	DEPOSIT	—	—	—	—	—	+2500.00	—
2025-07-01	INTEREST	—	—	—	—	—	+37.19	—
2025-06-11	DIVIDEND	NVDA	3,136	0.01	—	—	+31.36	—
2025-06-09	BUY	BA	1	217.51	—	—	-217.51	Monthly DCA 2025-06: 20% space/defense sleeve, equal-weight 1/2 into BA.
2025-06-09	BUY	NVDA	2	142.63	—	—	-285.26	Monthly DCA 2025-06: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2025-06-09	BUY	GOOGL	2	176.09	—	—	-352.18	Monthly DCA 2025-06: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2025-06-09	BUY	AMZN	1	216.98	—	—	-216.98	Monthly DCA 2025-06: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2025-06-09	BUY	AAPL	1	201.45	—	—	-201.45	Monthly DCA 2025-06: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2025-06-09	DEPOSIT	—	—	—	—	—	+2500.00	—
2025-06-09	DIVIDEND	GOOGL	2,176	0.21	—	—	+456.96	—
2025-06-02	INTEREST	—	—	—	—	—	+28.30	—
2025-06-02	DIVIDEND	LMT	531	3.3	—	—	+1752.30	—
2025-05-15	DIVIDEND	MSFT	991	0.83	—	—	+822.53	—
2025-05-12	DIVIDEND	AAPL	1,767	0.26	—	—	+459.42	—
2025-05-02	BUY	BA	1	185.46	—	—	-185.46	Monthly DCA 2025-05: 20% space/defense sleeve, equal-weight 1/2 into BA.
2025-05-02	BUY	NVDA	3	114.5	—	—	-343.50	Monthly DCA 2025-05: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2025-05-02	BUY	GOOGL	2	164.03	—	—	-328.06	Monthly DCA 2025-05: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2025-05-02	BUY	AMZN	2	189.98	—	—	-379.96	Monthly DCA 2025-05: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2025-05-02	BUY	AAPL	1	205.35	—	—	-205.35	Monthly DCA 2025-05: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2025-05-02	DEPOSIT	—	—	—	—	—	+2500.00	—
2025-05-01	INTEREST	—	—	—	—	—	+20.41	—
2025-04-03	BUY	BA	1	150.91	—	—	-150.91	Monthly DCA 2025-04: 20% space/defense sleeve, equal-weight 1/2 into BA.
2025-04-03	BUY	NVDA	3	101.8	—	—	-305.40	Monthly DCA 2025-04: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2025-04-03	BUY	MSFT	1	373.11	—	—	-373.11	Monthly DCA 2025-04: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2025-04-03	BUY	GOOGL	2	150.72	—	—	-301.44	Monthly DCA 2025-04: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2025-04-03	BUY	AMZN	2	178.41	—	—	-356.82	Monthly DCA 2025-04: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2025-04-03	BUY	AAPL	1	203.19	—	—	-203.19	Monthly DCA 2025-04: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2025-04-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2025-04-01	INTEREST	—	—	—	—	—	+16.91	—
2025-03-12	DIVIDEND	NVDA	3,128	0.01	—	—	+31.28	—
2025-03-10	DIVIDEND	GOOGL	2,172	0.2	—	—	+434.40	—
2025-03-03	BUY	BA	1	170.06	—	—	-170.06	Monthly DCA 2025-03: 20% space/defense sleeve, equal-weight 1/2 into BA.
2025-03-03	BUY	NVDA	3	114.06	—	—	-342.18	Monthly DCA 2025-03: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2025-03-03	BUY	MSFT	1	388.49	—	—	-388.49	Monthly DCA 2025-03: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2025-03-03	BUY	GOOGL	2	167.01	—	—	-334.02	Monthly DCA 2025-03: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2025-03-03	BUY	AMZN	1	205.02	—	—	-205.02	Monthly DCA 2025-03: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2025-03-03	BUY	AAPL	1	238.03	—	—	-238.03	Monthly DCA 2025-03: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2025-03-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2025-03-03	INTEREST	—	—	—	—	—	+4.52	—
2025-03-03	DIVIDEND	LMT	531	3.3	—	—	+1752.30	—
2025-02-20	DIVIDEND	MSFT	989	0.83	—	—	+820.87	—
2025-02-11	BUY	BA	1	180.44	—	—	-180.44	Monthly DCA 2025-02: 20% space/defense sleeve, equal-weight 1/2 into BA.
2025-02-11	BUY	NVDA	3	132.8	—	—	-398.40	Monthly DCA 2025-02: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2025-02-11	BUY	GOOGL	2	185.32	—	—	-370.64	Monthly DCA 2025-02: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2025-02-11	BUY	AMZN	1	232.76	—	—	-232.76	Monthly DCA 2025-02: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2025-02-11	BUY	AAPL	1	232.62	—	—	-232.62	Monthly DCA 2025-02: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2025-02-11	DEPOSIT	—	—	—	—	—	+2500.00	—
2025-02-10	DIVIDEND	AAPL	1,763	0.25	—	—	+440.75	—
2025-02-03	INTEREST	—	—	—	—	—	+28.97	—
2025-01-14	BUY	LMT	153	484.46	—	—	-74122.38	Annual rebalance: top up LMT to equal-weight space 10% target with residual cash; deploy beats idle cash.
2025-01-14	BUY	BA	823	167.02	—	—	-137457.46	Annual rebalance: top up BA to equal-weight space 10% target; deploy beats idle cash.
2025-01-14	BUY	MSFT	238	415.67	—	—	-98929.46	Annual rebalance: top up MSFT to equal-weight tech 16% target; deploy beats idle cash.
2025-01-14	BUY	GOOGL	119	189.66	—	—	-22569.54	Annual rebalance: top up GOOGL to equal-weight tech 16% target; deploy beats idle cash.
2025-01-14	BUY	AAPL	228	233.28	—	—	-53187.84	Annual rebalance: top up AAPL to equal-weight tech 16% target; deploy beats idle cash.
2025-01-14	SELL	NVDA	2,673	131.76	2023-01-03	LONG	+352194.47	Annual rebalance: trim NVDA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2025-01-14	SELL	AMZN	44	217.76	2016-01-04	LONG	+9581.44	Annual rebalance: trim AMZN to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2025-01-14	DEPOSIT	—	—	—	—	—	+2500.00	—
2025-01-02	INTEREST	—	—	—	—	—	+90.26	—
2024-12-09	BUY	BA	1	157.04	—	—	-157.04	Monthly DCA 2024-12: 20% space/defense sleeve, equal-weight 1/2 into BA.
2024-12-09	BUY	NVDA	2	138.81	—	—	-277.62	Monthly DCA 2024-12: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2024-12-09	BUY	GOOGL	2	175.37	—	—	-350.74	Monthly DCA 2024-12: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2024-12-09	BUY	AMZN	1	226.09	—	—	-226.09	Monthly DCA 2024-12: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2024-12-09	BUY	AAPL	1	246.75	—	—	-246.75	Monthly DCA 2024-12: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2024-12-09	DEPOSIT	—	—	—	—	—	+2500.00	—
2024-12-09	DIVIDEND	GOOGL	2,047	0.2	—	—	+409.40	—
2024-12-05	DIVIDEND	NVDA	5,793	0.01	—	—	+57.93	—
2024-12-02	INTEREST	—	—	—	—	—	+77.50	—
2024-12-02	DIVIDEND	LMT	378	3.3	—	—	+1247.40	—
2024-11-21	DIVIDEND	MSFT	751	0.83	—	—	+623.33	—
2024-11-08	DIVIDEND	AAPL	1,534	0.25	—	—	+383.50	—
2024-11-05	BUY	BA	1	151	—	—	-151.00	Monthly DCA 2024-11: 20% space/defense sleeve, equal-weight 1/2 into BA.
2024-11-05	BUY	NVDA	2	139.91	—	—	-279.82	Monthly DCA 2024-11: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2024-11-05	BUY	GOOGL	2	169.74	—	—	-339.48	Monthly DCA 2024-11: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2024-11-05	BUY	AMZN	2	199.5	—	—	-399.00	Monthly DCA 2024-11: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2024-11-05	BUY	AAPL	1	223.45	—	—	-223.45	Monthly DCA 2024-11: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2024-11-05	DEPOSIT	—	—	—	—	—	+2500.00	—
2024-11-01	INTEREST	—	—	—	—	—	+70.76	—
2024-10-02	BUY	BA	1	152.89	—	—	-152.89	Monthly DCA 2024-10: 20% space/defense sleeve, equal-weight 1/2 into BA.
2024-10-02	BUY	NVDA	3	118.85	—	—	-356.55	Monthly DCA 2024-10: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2024-10-02	BUY	GOOGL	2	165.86	—	—	-331.72	Monthly DCA 2024-10: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2024-10-02	BUY	AMZN	2	184.76	—	—	-369.52	Monthly DCA 2024-10: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2024-10-02	BUY	AAPL	1	226.78	—	—	-226.78	Monthly DCA 2024-10: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2024-10-02	DEPOSIT	—	—	—	—	—	+2500.00	—
2024-10-01	INTEREST	—	—	—	—	—	+59.33	—
2024-09-12	DIVIDEND	NVDA	5,788	0.01	—	—	+57.88	—
2024-09-09	DIVIDEND	GOOGL	2,043	0.2	—	—	+408.60	—
2024-09-03	BUY	BA	1	161.02	—	—	-161.02	Monthly DCA 2024-09: 20% space/defense sleeve, equal-weight 1/2 into BA.
2024-09-03	BUY	NVDA	3	108	—	—	-324.00	Monthly DCA 2024-09: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2024-09-03	BUY	GOOGL	2	157.36	—	—	-314.72	Monthly DCA 2024-09: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2024-09-03	BUY	AMZN	2	176.25	—	—	-352.50	Monthly DCA 2024-09: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2024-09-03	BUY	AAPL	1	222.77	—	—	-222.77	Monthly DCA 2024-09: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2024-09-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2024-09-03	INTEREST	—	—	—	—	—	+55.77	—
2024-09-03	DIVIDEND	LMT	378	3.15	—	—	+1190.70	—
2024-08-15	DIVIDEND	MSFT	751	0.75	—	—	+563.25	—
2024-08-12	DIVIDEND	AAPL	1,531	0.25	—	—	+382.75	—
2024-08-02	BUY	BA	1	169.95	—	—	-169.95	Monthly DCA 2024-08: 20% space/defense sleeve, equal-weight 1/2 into BA.
2024-08-02	BUY	NVDA	3	107.27	—	—	-321.81	Monthly DCA 2024-08: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2024-08-02	BUY	GOOGL	2	166.66	—	—	-333.32	Monthly DCA 2024-08: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2024-08-02	BUY	AMZN	2	167.9	—	—	-335.80	Monthly DCA 2024-08: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2024-08-02	BUY	AAPL	1	219.86	—	—	-219.86	Monthly DCA 2024-08: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2024-08-02	DEPOSIT	—	—	—	—	—	+2500.00	—
2024-08-01	INTEREST	—	—	—	—	—	+43.86	—
2024-07-10	BUY	BA	1	183.73	—	—	-183.73	Monthly DCA 2024-07: 20% space/defense sleeve, equal-weight 1/2 into BA.
2024-07-10	BUY	NVDA	2	134.91	—	—	-269.82	Monthly DCA 2024-07: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2024-07-10	BUY	GOOGL	2	191.18	—	—	-382.36	Monthly DCA 2024-07: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2024-07-10	BUY	AMZN	2	199.79	—	—	-399.58	Monthly DCA 2024-07: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2024-07-10	BUY	AAPL	1	232.98	—	—	-232.98	Monthly DCA 2024-07: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2024-07-10	DEPOSIT	—	—	—	—	—	+2500.00	—
2024-07-01	INTEREST	—	—	—	—	—	+36.09	—
2024-06-11	DIVIDEND	NVDA	5,780	0.01	—	—	+57.80	—
2024-06-10	DIVIDEND	GOOGL	2,037	0.2	—	—	+407.40	—
2024-06-04	BUY	BA	1	188.62	—	—	-188.62	Monthly DCA 2024-06: 20% space/defense sleeve, equal-weight 1/2 into BA.
2024-06-04	BUY	NVDA	3	116.44	—	—	-349.31	Monthly DCA 2024-06: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2024-06-04	BUY	GOOGL	2	173.79	—	—	-347.58	Monthly DCA 2024-06: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2024-06-04	BUY	AMZN	2	179.34	—	—	-358.68	Monthly DCA 2024-06: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2024-06-04	BUY	AAPL	2	194.35	—	—	-388.70	Monthly DCA 2024-06: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2024-06-04	DEPOSIT	—	—	—	—	—	+2500.00	—
2024-06-03	INTEREST	—	—	—	—	—	+29.41	—
2024-06-03	DIVIDEND	LMT	378	3.15	—	—	+1190.70	—
2024-05-15	DIVIDEND	MSFT	751	0.75	—	—	+563.25	—
2024-05-10	DIVIDEND	AAPL	1,527	0.25	—	—	+381.75	—
2024-05-07	BUY	BA	1	176.71	—	—	-176.71	Monthly DCA 2024-05: 20% space/defense sleeve, equal-weight 1/2 into BA.
2024-05-07	BUY	NVDA	4	90.55	—	—	-362.22	Monthly DCA 2024-05: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2024-05-07	BUY	GOOGL	2	171.25	—	—	-342.50	Monthly DCA 2024-05: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2024-05-07	BUY	AMZN	2	188.76	—	—	-377.52	Monthly DCA 2024-05: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2024-05-07	BUY	AAPL	2	182.4	—	—	-364.80	Monthly DCA 2024-05: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2024-05-07	DEPOSIT	—	—	—	—	—	+2500.00	—
2024-05-01	INTEREST	—	—	—	—	—	+20.71	—
2024-04-05	BUY	BA	1	183.14	—	—	-183.14	Monthly DCA 2024-04: 20% space/defense sleeve, equal-weight 1/2 into BA.
2024-04-05	BUY	NVDA	4	88.01	—	—	-352.03	Monthly DCA 2024-04: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2024-04-05	BUY	GOOGL	2	152.5	—	—	-305.00	Monthly DCA 2024-04: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2024-04-05	BUY	AMZN	2	185.07	—	—	-370.14	Monthly DCA 2024-04: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2024-04-05	BUY	AAPL	2	169.58	—	—	-339.16	Monthly DCA 2024-04: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2024-04-05	DEPOSIT	—	—	—	—	—	+2500.00	—
2024-04-01	INTEREST	—	—	—	—	—	+17.22	—
2024-03-06	BUY	BA	1	201	—	—	-201.00	Monthly DCA 2024-03: 20% space/defense sleeve, equal-weight 1/2 into BA.
2024-03-06	BUY	NVDA	4	88.7	—	—	-354.80	Monthly DCA 2024-03: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2024-03-06	BUY	GOOGL	3	131.4	—	—	-394.20	Monthly DCA 2024-03: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2024-03-06	BUY	AMZN	2	173.51	—	—	-347.02	Monthly DCA 2024-03: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2024-03-06	BUY	AAPL	2	169.12	—	—	-338.24	Monthly DCA 2024-03: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2024-03-06	DEPOSIT	—	—	—	—	—	+2500.00	—
2024-03-05	DIVIDEND	NVDA	5,765	0	—	—	+23.06	—
2024-03-01	INTEREST	—	—	—	—	—	+6.64	—
2024-02-29	DIVIDEND	LMT	378	3.15	—	—	+1190.70	—
2024-02-14	DIVIDEND	MSFT	751	0.75	—	—	+563.25	—
2024-02-09	DIVIDEND	AAPL	1,521	0.24	—	—	+365.04	—
2024-02-05	BUY	BA	1	206.63	—	—	-206.63	Monthly DCA 2024-02: 20% space/defense sleeve, equal-weight 1/2 into BA.
2024-02-05	BUY	NVDA	5	69.33	—	—	-346.66	Monthly DCA 2024-02: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2024-02-05	BUY	GOOGL	2	143.68	—	—	-287.36	Monthly DCA 2024-02: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2024-02-05	BUY	AMZN	2	170.31	—	—	-340.62	Monthly DCA 2024-02: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2024-02-05	BUY	AAPL	2	187.68	—	—	-375.36	Monthly DCA 2024-02: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2024-02-05	DEPOSIT	—	—	—	—	—	+2500.00	—
2024-02-01	INTEREST	—	—	—	—	—	+4.31	—
2024-01-04	BUY	LMT	175	457.87	—	—	-80127.25	Annual rebalance: top up LMT to equal-weight space 10% target with residual cash; deploy beats idle cash.
2024-01-04	BUY	BA	201	244.94	—	—	-49232.94	Annual rebalance: top up BA to equal-weight space 10% target; deploy beats idle cash.
2024-01-04	BUY	MSFT	95	367.94	—	—	-34954.30	Annual rebalance: top up MSFT to equal-weight tech 16% target; deploy beats idle cash.
2024-01-04	BUY	GOOGL	262	136.39	—	—	-35734.18	Annual rebalance: top up GOOGL to equal-weight tech 16% target; deploy beats idle cash.
2024-01-04	BUY	AMZN	82	144.57	—	—	-11854.74	Annual rebalance: top up AMZN to equal-weight tech 16% target; deploy beats idle cash.
2024-01-04	BUY	AAPL	262	181.91	—	—	-47660.42	Annual rebalance: top up AAPL to equal-weight tech 16% target; deploy beats idle cash.
2024-01-04	SELL	NVDA	5,102	48	2023-01-03	LONG	+244885.80	Annual rebalance: trim NVDA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2024-01-04	DEPOSIT	—	—	—	—	—	+2500.00	—
2024-01-02	INTEREST	—	—	—	—	—	+51.12	—
2023-12-13	BUY	NVDA	8	48.09	—	—	-384.70	Monthly DCA 2023-12: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2023-12-13	BUY	MSFT	1	374.37	—	—	-374.37	Monthly DCA 2023-12: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2023-12-13	BUY	GOOGL	3	132.57	—	—	-397.71	Monthly DCA 2023-12: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2023-12-13	BUY	AMZN	2	148.84	—	—	-297.68	Monthly DCA 2023-12: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2023-12-13	BUY	AAPL	2	197.96	—	—	-395.92	Monthly DCA 2023-12: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2023-12-13	DEPOSIT	—	—	—	—	—	+2500.00	—
2023-12-05	DIVIDEND	NVDA	10,854	0	—	—	+43.42	—
2023-12-01	INTEREST	—	—	—	—	—	+41.81	—
2023-11-30	DIVIDEND	LMT	203	3.15	—	—	+639.45	—
2023-11-15	DIVIDEND	MSFT	655	0.75	—	—	+491.25	—
2023-11-10	DIVIDEND	AAPL	1,255	0.24	—	—	+301.20	—
2023-11-06	BUY	BA	1	192.95	—	—	-192.95	Monthly DCA 2023-11: 20% space/defense sleeve, equal-weight 1/2 into BA.
2023-11-06	BUY	NVDA	8	45.75	—	—	-366.01	Monthly DCA 2023-11: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2023-11-06	BUY	MSFT	1	356.53	—	—	-356.53	Monthly DCA 2023-11: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2023-11-06	BUY	GOOGL	3	130.25	—	—	-390.75	Monthly DCA 2023-11: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2023-11-06	BUY	AMZN	2	139.74	—	—	-279.48	Monthly DCA 2023-11: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2023-11-06	BUY	AAPL	2	179.23	—	—	-358.46	Monthly DCA 2023-11: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2023-11-06	DEPOSIT	—	—	—	—	—	+2500.00	—
2023-11-01	INTEREST	—	—	—	—	—	+37.57	—
2023-10-06	BUY	BA	1	187.38	—	—	-187.38	Monthly DCA 2023-10: 20% space/defense sleeve, equal-weight 1/2 into BA.
2023-10-06	BUY	NVDA	8	45.76	—	—	-366.10	Monthly DCA 2023-10: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2023-10-06	BUY	MSFT	1	327.26	—	—	-327.26	Monthly DCA 2023-10: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2023-10-06	BUY	GOOGL	2	137.58	—	—	-275.16	Monthly DCA 2023-10: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2023-10-06	BUY	AMZN	3	127.96	—	—	-383.88	Monthly DCA 2023-10: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2023-10-06	BUY	AAPL	2	177.49	—	—	-354.98	Monthly DCA 2023-10: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2023-10-06	DEPOSIT	—	—	—	—	—	+2500.00	—
2023-10-02	INTEREST	—	—	—	—	—	+35.97	—
2023-09-07	BUY	BA	1	216.05	—	—	-216.05	Monthly DCA 2023-09: 20% space/defense sleeve, equal-weight 1/2 into BA.
2023-09-07	BUY	NVDA	8	46.24	—	—	-369.93	Monthly DCA 2023-09: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2023-09-07	BUY	MSFT	1	329.91	—	—	-329.91	Monthly DCA 2023-09: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2023-09-07	BUY	GOOGL	2	135.26	—	—	-270.52	Monthly DCA 2023-09: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2023-09-07	BUY	AMZN	2	137.85	—	—	-275.70	Monthly DCA 2023-09: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2023-09-07	BUY	AAPL	2	177.56	—	—	-355.12	Monthly DCA 2023-09: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2023-09-07	DEPOSIT	—	—	—	—	—	+2500.00	—
2023-09-06	DIVIDEND	NVDA	10,830	0	—	—	+43.32	—
2023-09-01	INTEREST	—	—	—	—	—	+29.67	—
2023-08-31	DIVIDEND	LMT	203	3	—	—	+609.00	—
2023-08-16	DIVIDEND	MSFT	652	0.68	—	—	+443.36	—
2023-08-11	DIVIDEND	AAPL	1,249	0.24	—	—	+299.76	—
2023-08-03	BUY	BA	1	231.36	—	—	-231.36	Monthly DCA 2023-08: 20% space/defense sleeve, equal-weight 1/2 into BA.
2023-08-03	BUY	NVDA	8	44.51	—	—	-356.12	Monthly DCA 2023-08: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2023-08-03	BUY	MSFT	1	326.66	—	—	-326.66	Monthly DCA 2023-08: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2023-08-03	BUY	GOOGL	3	128.45	—	—	-385.35	Monthly DCA 2023-08: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2023-08-03	BUY	AMZN	3	128.91	—	—	-386.73	Monthly DCA 2023-08: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2023-08-03	BUY	AAPL	2	191.17	—	—	-382.34	Monthly DCA 2023-08: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2023-08-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2023-08-01	INTEREST	—	—	—	—	—	+24.17	—
2023-07-07	BUY	BA	1	212.1	—	—	-212.10	Monthly DCA 2023-07: 20% space/defense sleeve, equal-weight 1/2 into BA.
2023-07-07	BUY	NVDA	9	42.5	—	—	-382.53	Monthly DCA 2023-07: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2023-07-07	BUY	MSFT	1	337.22	—	—	-337.22	Monthly DCA 2023-07: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2023-07-07	BUY	GOOGL	3	119.48	—	—	-358.44	Monthly DCA 2023-07: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2023-07-07	BUY	AMZN	3	129.78	—	—	-389.34	Monthly DCA 2023-07: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2023-07-07	BUY	AAPL	2	190.68	—	—	-381.36	Monthly DCA 2023-07: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2023-07-07	DEPOSIT	—	—	—	—	—	+2500.00	—
2023-07-03	INTEREST	—	—	—	—	—	+24.54	—
2023-06-07	BUY	BA	1	211.93	—	—	-211.93	Monthly DCA 2023-06: 20% space/defense sleeve, equal-weight 1/2 into BA.
2023-06-07	BUY	NVDA	10	37.47	—	—	-374.75	Monthly DCA 2023-06: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2023-06-07	BUY	MSFT	1	323.38	—	—	-323.38	Monthly DCA 2023-06: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2023-06-07	BUY	GOOGL	3	122.5	—	—	-367.50	Monthly DCA 2023-06: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2023-06-07	BUY	AMZN	3	121.23	—	—	-363.69	Monthly DCA 2023-06: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2023-06-07	BUY	AAPL	2	177.82	—	—	-355.64	Monthly DCA 2023-06: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2023-06-07	DEPOSIT	—	—	—	—	—	+2500.00	—
2023-06-07	DIVIDEND	NVDA	10,803	0	—	—	+43.21	—
2023-06-01	INTEREST	—	—	—	—	—	+18.13	—
2023-05-31	DIVIDEND	LMT	203	3	—	—	+609.00	—
2023-05-17	DIVIDEND	MSFT	649	0.68	—	—	+441.32	—
2023-05-12	DIVIDEND	AAPL	1,243	0.24	—	—	+298.32	—
2023-05-01	BUY	BA	1	203.87	—	—	-203.87	Monthly DCA 2023-05: 20% space/defense sleeve, equal-weight 1/2 into BA.
2023-05-01	BUY	NVDA	13	28.91	—	—	-375.83	Monthly DCA 2023-05: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2023-05-01	BUY	MSFT	1	305.56	—	—	-305.56	Monthly DCA 2023-05: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2023-05-01	BUY	GOOGL	3	107.2	—	—	-321.60	Monthly DCA 2023-05: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2023-05-01	BUY	AMZN	3	102.05	—	—	-306.15	Monthly DCA 2023-05: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2023-05-01	BUY	AAPL	2	169.59	—	—	-339.18	Monthly DCA 2023-05: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2023-05-01	DEPOSIT	—	—	—	—	—	+2500.00	—
2023-05-01	INTEREST	—	—	—	—	—	+12.29	—
2023-04-04	BUY	BA	1	213.9	—	—	-213.90	Monthly DCA 2023-04: 20% space/defense sleeve, equal-weight 1/2 into BA.
2023-04-04	BUY	NVDA	14	27.45	—	—	-384.34	Monthly DCA 2023-04: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2023-04-04	BUY	MSFT	1	287.18	—	—	-287.18	Monthly DCA 2023-04: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2023-04-04	BUY	GOOGL	3	104.72	—	—	-314.16	Monthly DCA 2023-04: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2023-04-04	BUY	AMZN	3	103.95	—	—	-311.85	Monthly DCA 2023-04: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2023-04-04	BUY	AAPL	2	165.63	—	—	-331.26	Monthly DCA 2023-04: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2023-04-04	DEPOSIT	—	—	—	—	—	+2500.00	—
2023-04-03	INTEREST	—	—	—	—	—	+10.65	—
2023-03-14	BUY	BA	1	207.28	—	—	-207.28	Monthly DCA 2023-03: 20% space/defense sleeve, equal-weight 1/2 into BA.
2023-03-14	BUY	NVDA	16	24.06	—	—	-385.01	Monthly DCA 2023-03: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2023-03-14	BUY	MSFT	1	260.79	—	—	-260.79	Monthly DCA 2023-03: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2023-03-14	BUY	GOOGL	4	93.97	—	—	-375.88	Monthly DCA 2023-03: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2023-03-14	BUY	AMZN	4	94.88	—	—	-379.52	Monthly DCA 2023-03: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2023-03-14	BUY	AAPL	2	152.59	—	—	-305.18	Monthly DCA 2023-03: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2023-03-14	DEPOSIT	—	—	—	—	—	+2500.00	—
2023-03-07	DIVIDEND	NVDA	10,760	0	—	—	+43.04	—
2023-03-01	INTEREST	—	—	—	—	—	+4.09	—
2023-02-28	DIVIDEND	LMT	203	3	—	—	+609.00	—
2023-02-15	DIVIDEND	MSFT	646	0.68	—	—	+439.28	—
2023-02-10	DIVIDEND	AAPL	1,237	0.23	—	—	+284.51	—
2023-02-03	BUY	BA	1	206.01	—	—	-206.01	Monthly DCA 2023-02: 20% space/defense sleeve, equal-weight 1/2 into BA.
2023-02-03	BUY	NVDA	18	21.1	—	—	-379.80	Monthly DCA 2023-02: 80% tech sleeve, equal-weight 1/5 into NVDA; deploy beats idle cash for long build.
2023-02-03	BUY	MSFT	1	258.35	—	—	-258.35	Monthly DCA 2023-02: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2023-02-03	BUY	GOOGL	3	104.78	—	—	-314.34	Monthly DCA 2023-02: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2023-02-03	BUY	AMZN	3	103.39	—	—	-310.17	Monthly DCA 2023-02: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2023-02-03	BUY	AAPL	2	154.5	—	—	-309.00	Monthly DCA 2023-02: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2023-02-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2023-02-01	INTEREST	—	—	—	—	—	+0.02	—
2023-01-03	BUY	NVDA	10,742	14.31	—	—	-153771.73	Annual rebalance: open/raise NVDA to equal-weight tech 16% target with residual cash; deploy beats idle cash.
2023-01-03	BUY	GOOGL	166	89.12	—	—	-14793.92	Annual rebalance: top up GOOGL to equal-weight tech 16% target; deploy beats idle cash.
2023-01-03	BUY	AMZN	478	85.82	—	—	-41021.96	Annual rebalance: top up AMZN to equal-weight tech 16% target; deploy beats idle cash.
2023-01-03	SELL	MSFT	35	239.58	2016-01-04	LONG	+8385.30	Annual rebalance: trim MSFT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	META	3	124.74	2022-12-13	SHORT	+374.22	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	3	124.74	2022-11-09	SHORT	+374.22	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2022-10-10	SHORT	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2022-09-06	SHORT	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2022-08-04	SHORT	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2022-07-08	SHORT	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2022-06-01	SHORT	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2022-05-06	SHORT	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2022-04-08	SHORT	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2022-03-02	SHORT	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2022-02-09	SHORT	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	24	124.74	2022-01-07	SHORT	+2993.76	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2021-12-08	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2021-11-04	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2021-10-01	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2021-09-08	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2021-08-02	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2021-07-07	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2021-06-02	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2021-05-04	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2021-04-08	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2021-03-05	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2021-02-03	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	38	124.74	2021-01-04	LONG	+4740.12	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2020-12-07	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2020-11-11	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2020-10-12	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2020-09-03	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2020-08-03	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2020-07-07	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2020-06-01	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2020-05-11	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2020-04-08	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2020-03-10	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2020-02-11	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2019-12-12	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2019-11-11	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2019-10-08	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2019-09-04	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2019-08-12	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2019-07-10	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2019-06-06	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2019-05-07	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2019-04-09	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2019-03-08	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2019-02-01	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	147	124.74	2019-01-07	LONG	+18336.78	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2018-12-03	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2018-11-12	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2018-10-02	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2018-09-06	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2018-08-14	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	1	124.74	2018-07-06	LONG	+124.74	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2018-06-01	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2018-05-07	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2018-04-10	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2018-03-01	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2018-02-08	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	3	124.74	2018-01-10	LONG	+374.22	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2017-12-01	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2017-11-08	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2017-10-03	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2017-09-01	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2017-08-10	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2017-07-03	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2017-06-01	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2017-05-03	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2017-04-10	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	2	124.74	2017-03-01	LONG	+249.48	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	3	124.74	2017-02-01	LONG	+374.22	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	META	331	124.74	2017-01-05	LONG	+41288.94	Annual rebalance: META no longer a top-5 US tech by market cap; full exit. Oldest lot LONG-term.
2023-01-03	SELL	LMT	26	477.53	2019-01-07	LONG	+12415.78	Annual rebalance: trim LMT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	LMT	29	477.53	2018-01-10	LONG	+13848.37	Annual rebalance: trim LMT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	LMT	1	477.53	2016-11-03	LONG	+477.53	Annual rebalance: trim LMT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	LMT	1	477.53	2016-10-04	LONG	+477.53	Annual rebalance: trim LMT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	LMT	1	477.53	2016-09-02	LONG	+477.53	Annual rebalance: trim LMT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	LMT	1	477.53	2016-06-06	LONG	+477.53	Annual rebalance: trim LMT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	LMT	1	477.53	2016-05-03	LONG	+477.53	Annual rebalance: trim LMT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	LMT	1	477.53	2016-04-05	LONG	+477.53	Annual rebalance: trim LMT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	LMT	1	477.53	2016-03-04	LONG	+477.53	Annual rebalance: trim LMT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	LMT	1	477.53	2016-02-04	LONG	+477.53	Annual rebalance: trim LMT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	LMT	97	477.53	2016-01-04	LONG	+46320.41	Annual rebalance: trim LMT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	BA	1	195.39	2016-05-03	LONG	+195.39	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	BA	1	195.39	2016-04-05	LONG	+195.39	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	BA	2	195.39	2016-03-04	LONG	+390.78	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	BA	2	195.39	2016-02-04	LONG	+390.78	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	BA	119	195.39	2016-01-04	LONG	+23251.41	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	SELL	AAPL	6	125.07	2016-01-04	LONG	+750.42	Annual rebalance: trim AAPL to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2023-01-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2023-01-03	INTEREST	—	—	—	—	—	+22.80	—
2022-12-13	BUY	BA	1	187.13	—	—	-187.13	Monthly DCA 2022-12: 20% space/defense sleeve, equal-weight 1/2 into BA.
2022-12-13	BUY	META	3	120.15	—	—	-360.45	Monthly DCA 2022-12: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2022-12-13	BUY	MSFT	1	256.92	—	—	-256.92	Monthly DCA 2022-12: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2022-12-13	BUY	GOOGL	4	95.63	—	—	-382.52	Monthly DCA 2022-12: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2022-12-13	BUY	AMZN	4	92.49	—	—	-369.96	Monthly DCA 2022-12: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2022-12-13	BUY	AAPL	2	145.47	—	—	-290.94	Monthly DCA 2022-12: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2022-12-13	DEPOSIT	—	—	—	—	—	+2500.00	—
2022-12-01	INTEREST	—	—	—	—	—	+14.50	—
2022-11-30	DIVIDEND	LMT	363	3	—	—	+1089.00	—
2022-11-16	DIVIDEND	MSFT	679	0.68	—	—	+461.72	—
2022-11-09	BUY	BA	1	168.74	—	—	-168.74	Monthly DCA 2022-11: 20% space/defense sleeve, equal-weight 1/2 into BA.
2022-11-09	BUY	META	3	101.47	—	—	-304.41	Monthly DCA 2022-11: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2022-11-09	BUY	MSFT	1	224.51	—	—	-224.51	Monthly DCA 2022-11: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2022-11-09	BUY	GOOGL	4	87.32	—	—	-349.28	Monthly DCA 2022-11: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2022-11-09	BUY	AMZN	4	86.14	—	—	-344.56	Monthly DCA 2022-11: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2022-11-09	BUY	AAPL	2	134.87	—	—	-269.74	Monthly DCA 2022-11: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2022-11-09	DEPOSIT	—	—	—	—	—	+2500.00	—
2022-11-04	DIVIDEND	AAPL	1,237	0.23	—	—	+284.51	—
2022-11-01	INTEREST	—	—	—	—	—	+12.62	—
2022-10-10	BUY	BA	1	131.9	—	—	-131.90	Monthly DCA 2022-10: 20% space/defense sleeve, equal-weight 1/2 into BA.
2022-10-10	BUY	META	2	133.79	—	—	-267.58	Monthly DCA 2022-10: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2022-10-10	BUY	MSFT	1	229.25	—	—	-229.25	Monthly DCA 2022-10: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2022-10-10	BUY	GOOGL	4	97.86	—	—	-391.44	Monthly DCA 2022-10: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2022-10-10	BUY	AMZN	3	113.67	—	—	-341.01	Monthly DCA 2022-10: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2022-10-10	BUY	AAPL	2	140.42	—	—	-280.84	Monthly DCA 2022-10: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2022-10-10	DEPOSIT	—	—	—	—	—	+2500.00	—
2022-10-03	INTEREST	—	—	—	—	—	+13.03	—
2022-09-06	BUY	BA	1	152.39	—	—	-152.39	Monthly DCA 2022-09: 20% space/defense sleeve, equal-weight 1/2 into BA.
2022-09-06	BUY	META	2	158.54	—	—	-317.08	Monthly DCA 2022-09: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2022-09-06	BUY	MSFT	1	253.25	—	—	-253.25	Monthly DCA 2022-09: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2022-09-06	BUY	GOOGL	3	106.81	—	—	-320.43	Monthly DCA 2022-09: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2022-09-06	BUY	AMZN	3	126.11	—	—	-378.33	Monthly DCA 2022-09: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2022-09-06	BUY	AAPL	2	154.53	—	—	-309.06	Monthly DCA 2022-09: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2022-09-06	DEPOSIT	—	—	—	—	—	+2500.00	—
2022-09-01	INTEREST	—	—	—	—	—	+10.45	—
2022-08-31	DIVIDEND	LMT	363	2.8	—	—	+1016.40	—
2022-08-17	DIVIDEND	MSFT	676	0.62	—	—	+419.12	—
2022-08-05	DIVIDEND	AAPL	1,233	0.23	—	—	+283.59	—
2022-08-04	BUY	BA	1	166.5	—	—	-166.50	Monthly DCA 2022-08: 20% space/defense sleeve, equal-weight 1/2 into BA.
2022-08-04	BUY	META	2	170.57	—	—	-341.14	Monthly DCA 2022-08: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2022-08-04	BUY	MSFT	1	283.65	—	—	-283.65	Monthly DCA 2022-08: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2022-08-04	BUY	GOOGL	3	118.19	—	—	-354.57	Monthly DCA 2022-08: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2022-08-04	BUY	AMZN	2	142.57	—	—	-285.14	Monthly DCA 2022-08: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2022-08-04	BUY	AAPL	2	165.81	—	—	-331.62	Monthly DCA 2022-08: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2022-08-04	DEPOSIT	—	—	—	—	—	+2500.00	—
2022-08-01	INTEREST	—	—	—	—	—	+8.98	—
2022-07-08	BUY	BA	1	139.07	—	—	-139.07	Monthly DCA 2022-07: 20% space/defense sleeve, equal-weight 1/2 into BA.
2022-07-08	BUY	META	2	170.88	—	—	-341.76	Monthly DCA 2022-07: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2022-07-08	BUY	MSFT	1	267.66	—	—	-267.66	Monthly DCA 2022-07: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2022-07-08	BUY	GOOGL	3	119.35	—	—	-358.06	Monthly DCA 2022-07: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2022-07-08	BUY	AMZN	3	115.54	—	—	-346.62	Monthly DCA 2022-07: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2022-07-08	BUY	AAPL	2	147.04	—	—	-294.08	Monthly DCA 2022-07: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2022-07-08	DEPOSIT	—	—	—	—	—	+2500.00	—
2022-07-01	INTEREST	—	—	—	—	—	+8.06	—
2022-06-01	BUY	BA	1	130.65	—	—	-130.65	Monthly DCA 2022-06: 20% space/defense sleeve, equal-weight 1/2 into BA.
2022-06-01	BUY	META	2	188.64	—	—	-377.28	Monthly DCA 2022-06: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2022-06-01	BUY	MSFT	1	272.42	—	—	-272.42	Monthly DCA 2022-06: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2022-06-01	BUY	GOOGL	3	113.89	—	—	-341.68	Monthly DCA 2022-06: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2022-06-01	BUY	AMZN	3	121.68	—	—	-365.05	Monthly DCA 2022-06: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2022-06-01	BUY	AAPL	2	148.71	—	—	-297.42	Monthly DCA 2022-06: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2022-06-01	DEPOSIT	—	—	—	—	—	+2500.00	—
2022-06-01	INTEREST	—	—	—	—	—	+5.84	—
2022-05-31	DIVIDEND	LMT	363	2.8	—	—	+1016.40	—
2022-05-18	DIVIDEND	MSFT	673	0.62	—	—	+417.26	—
2022-05-06	BUY	BA	1	148.9	—	—	-148.90	Monthly DCA 2022-05: 20% space/defense sleeve, equal-weight 1/2 into BA.
2022-05-06	BUY	META	1	203.77	—	—	-203.77	Monthly DCA 2022-05: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2022-05-06	BUY	MSFT	1	274.73	—	—	-274.73	Monthly DCA 2022-05: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2022-05-06	BUY	GOOGL	3	115.75	—	—	-347.24	Monthly DCA 2022-05: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2022-05-06	BUY	AMZN	3	114.77	—	—	-344.32	Monthly DCA 2022-05: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2022-05-06	BUY	AAPL	2	157.28	—	—	-314.56	Monthly DCA 2022-05: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2022-05-06	DEPOSIT	—	—	—	—	—	+2500.00	—
2022-05-06	DIVIDEND	AAPL	1,225	0.23	—	—	+281.75	—
2022-05-02	INTEREST	—	—	—	—	—	+4.49	—
2022-04-08	BUY	BA	1	175.2	—	—	-175.20	Monthly DCA 2022-04: 20% space/defense sleeve, equal-weight 1/2 into BA.
2022-04-08	BUY	META	1	222.33	—	—	-222.33	Monthly DCA 2022-04: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2022-04-08	BUY	MSFT	1	296.97	—	—	-296.97	Monthly DCA 2022-04: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2022-04-08	BUY	GOOGL	3	133.29	—	—	-399.86	Monthly DCA 2022-04: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2022-04-08	BUY	AMZN	2	154.46	—	—	-308.92	Monthly DCA 2022-04: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2022-04-08	BUY	AAPL	2	170.09	—	—	-340.18	Monthly DCA 2022-04: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2022-04-08	DEPOSIT	—	—	—	—	—	+2500.00	—
2022-04-01	INTEREST	—	—	—	—	—	+3.81	—
2022-03-02	BUY	BA	1	197.81	—	—	-197.81	Monthly DCA 2022-03: 20% space/defense sleeve, equal-weight 1/2 into BA.
2022-03-02	BUY	META	1	208.11	—	—	-208.11	Monthly DCA 2022-03: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2022-03-02	BUY	MSFT	1	300.19	—	—	-300.19	Monthly DCA 2022-03: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2022-03-02	BUY	GOOGL	2	134.57	—	—	-269.14	Monthly DCA 2022-03: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2022-03-02	BUY	AMZN	2	152.05	—	—	-304.11	Monthly DCA 2022-03: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2022-03-02	BUY	AAPL	2	166.56	—	—	-333.12	Monthly DCA 2022-03: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2022-03-02	DEPOSIT	—	—	—	—	—	+2500.00	—
2022-03-01	INTEREST	—	—	—	—	—	+1.13	—
2022-02-28	DIVIDEND	LMT	363	2.8	—	—	+1016.40	—
2022-02-16	DIVIDEND	MSFT	670	0.62	—	—	+415.40	—
2022-02-09	BUY	BA	1	215.86	—	—	-215.86	Monthly DCA 2022-02: 20% space/defense sleeve, equal-weight 1/2 into BA.
2022-02-09	BUY	META	1	232	—	—	-232.00	Monthly DCA 2022-02: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2022-02-09	BUY	MSFT	1	311.21	—	—	-311.21	Monthly DCA 2022-02: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2022-02-09	BUY	GOOGL	2	141.59	—	—	-283.18	Monthly DCA 2022-02: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2022-02-09	BUY	AMZN	2	161.19	—	—	-322.38	Monthly DCA 2022-02: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2022-02-09	BUY	AAPL	2	176.28	—	—	-352.56	Monthly DCA 2022-02: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2022-02-09	DEPOSIT	—	—	—	—	—	+2500.00	—
2022-02-04	DIVIDEND	AAPL	1,219	0.22	—	—	+268.18	—
2022-02-01	INTEREST	—	—	—	—	—	+2.09	—
2022-01-07	BUY	LMT	72	360.14	—	—	-25930.08	Complete 2022 rebalance: deploy residual cash into underweight LMT to reach 10% space target (prior --amount order was starved by sell-proceeds rounding).
2022-01-07	BUY	BA	104	215.5	—	—	-22412.00	Annual rebalance: top up BA to equal-weight space 10% target; deploy beats idle cash.
2022-01-07	BUY	META	24	331.79	—	—	-7962.96	Annual rebalance: top up META to equal-weight tech 16% target; deploy beats idle cash.
2022-01-07	BUY	AMZN	260	162.55	—	—	-42264.04	Annual rebalance: top up AMZN to equal-weight tech 16% target; deploy beats idle cash.
2022-01-07	SELL	MSFT	80	314.04	2016-01-04	LONG	+25123.20	Annual rebalance: trim MSFT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2022-01-07	SELL	GOOGL	356	137.02	2016-01-04	LONG	+48778.05	Annual rebalance: trim GOOGL to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2022-01-07	SELL	AAPL	48	172.17	2016-01-04	LONG	+8264.16	Annual rebalance: trim AAPL to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2022-01-07	DEPOSIT	—	—	—	—	—	+2500.00	—
2022-01-03	INTEREST	—	—	—	—	—	+1.61	—
2021-12-08	BUY	BA	1	211.03	—	—	-211.03	Monthly DCA 2021-12: 20% space/defense sleeve, equal-weight 1/2 into BA.
2021-12-08	BUY	META	1	330.56	—	—	-330.56	Monthly DCA 2021-12: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2021-12-08	BUY	MSFT	1	334.97	—	—	-334.97	Monthly DCA 2021-12: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2021-12-08	BUY	GOOGL	2	148.19	—	—	-296.37	Monthly DCA 2021-12: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2021-12-08	BUY	AMZN	2	176.16	—	—	-352.32	Monthly DCA 2021-12: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2021-12-08	BUY	AAPL	2	175.08	—	—	-350.16	Monthly DCA 2021-12: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2021-12-08	DEPOSIT	—	—	—	—	—	+2500.00	—
2021-12-01	INTEREST	—	—	—	—	—	+0.10	—
2021-11-30	DIVIDEND	LMT	291	2.8	—	—	+814.80	—
2021-11-17	DIVIDEND	MSFT	748	0.62	—	—	+463.76	—
2021-11-05	DIVIDEND	AAPL	1,265	0.22	—	—	+278.30	—
2021-11-04	BUY	BA	1	213.03	—	—	-213.03	Monthly DCA 2021-11: 20% space/defense sleeve, equal-weight 1/2 into BA.
2021-11-04	BUY	META	1	335.85	—	—	-335.85	Monthly DCA 2021-11: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2021-11-04	BUY	MSFT	1	336.44	—	—	-336.44	Monthly DCA 2021-11: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2021-11-04	BUY	GOOGL	2	148.27	—	—	-296.54	Monthly DCA 2021-11: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2021-11-04	BUY	AMZN	2	173.85	—	—	-347.70	Monthly DCA 2021-11: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2021-11-04	BUY	AAPL	2	150.96	—	—	-301.92	Monthly DCA 2021-11: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2021-11-04	DEPOSIT	—	—	—	—	—	+2500.00	—
2021-11-01	INTEREST	—	—	—	—	—	+0.09	—
2021-10-01	BUY	BA	1	226	—	—	-226.00	Monthly DCA 2021-10: 20% space/defense sleeve, equal-weight 1/2 into BA.
2021-10-01	BUY	META	1	343.01	—	—	-343.01	Monthly DCA 2021-10: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2021-10-01	BUY	MSFT	1	289.1	—	—	-289.10	Monthly DCA 2021-10: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2021-10-01	BUY	GOOGL	2	136.54	—	—	-273.09	Monthly DCA 2021-10: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2021-10-01	BUY	AMZN	2	164.16	—	—	-328.33	Monthly DCA 2021-10: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2021-10-01	BUY	AAPL	2	142.65	—	—	-285.30	Monthly DCA 2021-10: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2021-10-01	DEPOSIT	—	—	—	—	—	+2500.00	—
2021-10-01	INTEREST	—	—	—	—	—	+0.08	—
2021-09-08	BUY	BA	1	211.38	—	—	-211.38	Monthly DCA 2021-09: 20% space/defense sleeve, equal-weight 1/2 into BA.
2021-09-08	BUY	META	1	377.57	—	—	-377.57	Monthly DCA 2021-09: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2021-09-08	BUY	MSFT	1	300.21	—	—	-300.21	Monthly DCA 2021-09: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2021-09-08	BUY	GOOGL	2	143.69	—	—	-287.38	Monthly DCA 2021-09: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2021-09-08	BUY	AMZN	2	176.27	—	—	-352.55	Monthly DCA 2021-09: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2021-09-08	BUY	AAPL	2	155.11	—	—	-310.22	Monthly DCA 2021-09: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2021-09-08	DEPOSIT	—	—	—	—	—	+2500.00	—
2021-09-01	INTEREST	—	—	—	—	—	+0.07	—
2021-08-31	DIVIDEND	LMT	291	2.6	—	—	+756.60	—
2021-08-18	DIVIDEND	MSFT	745	0.56	—	—	+417.20	—
2021-08-06	DIVIDEND	AAPL	1,259	0.22	—	—	+276.98	—
2021-08-02	BUY	BA	1	225.34	—	—	-225.34	Monthly DCA 2021-08: 20% space/defense sleeve, equal-weight 1/2 into BA.
2021-08-02	BUY	META	1	351.95	—	—	-351.95	Monthly DCA 2021-08: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2021-08-02	BUY	MSFT	1	284.82	—	—	-284.82	Monthly DCA 2021-08: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2021-08-02	BUY	GOOGL	2	134.85	—	—	-269.71	Monthly DCA 2021-08: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2021-08-02	BUY	AMZN	2	166.57	—	—	-333.15	Monthly DCA 2021-08: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2021-08-02	BUY	AAPL	2	145.52	—	—	-291.04	Monthly DCA 2021-08: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2021-08-02	DEPOSIT	—	—	—	—	—	+2500.00	—
2021-08-02	INTEREST	—	—	—	—	—	+0.07	—
2021-07-07	BUY	BA	1	231.78	—	—	-231.78	Monthly DCA 2021-07: 20% space/defense sleeve, equal-weight 1/2 into BA.
2021-07-07	BUY	META	1	350.49	—	—	-350.49	Monthly DCA 2021-07: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2021-07-07	BUY	MSFT	1	279.93	—	—	-279.93	Monthly DCA 2021-07: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2021-07-07	BUY	GOOGL	3	126.47	—	—	-379.42	Monthly DCA 2021-07: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2021-07-07	BUY	AMZN	2	184.83	—	—	-369.66	Monthly DCA 2021-07: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2021-07-07	BUY	AAPL	2	144.57	—	—	-289.14	Monthly DCA 2021-07: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2021-07-07	DEPOSIT	—	—	—	—	—	+2500.00	—
2021-07-01	INTEREST	—	—	—	—	—	+0.06	—
2021-06-02	BUY	META	1	329.15	—	—	-329.15	Monthly DCA 2021-06: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2021-06-02	BUY	MSFT	1	247.3	—	—	-247.30	Monthly DCA 2021-06: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2021-06-02	BUY	GOOGL	3	118.53	—	—	-355.59	Monthly DCA 2021-06: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2021-06-02	BUY	AMZN	2	161.7	—	—	-323.40	Monthly DCA 2021-06: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2021-06-02	BUY	AAPL	3	125.06	—	—	-375.18	Monthly DCA 2021-06: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2021-06-02	DEPOSIT	—	—	—	—	—	+2500.00	—
2021-06-01	INTEREST	—	—	—	—	—	+0.04	—
2021-05-28	DIVIDEND	LMT	291	2.6	—	—	+756.60	—
2021-05-19	DIVIDEND	MSFT	742	0.56	—	—	+415.52	—
2021-05-07	DIVIDEND	AAPL	1,252	0.22	—	—	+275.44	—
2021-05-04	BUY	BA	1	233.63	—	—	-233.63	Monthly DCA 2021-05: 20% space/defense sleeve, equal-weight 1/2 into BA.
2021-05-04	BUY	META	1	318.36	—	—	-318.36	Monthly DCA 2021-05: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2021-05-04	BUY	MSFT	1	247.79	—	—	-247.79	Monthly DCA 2021-05: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2021-05-04	BUY	GOOGL	3	115.34	—	—	-346.02	Monthly DCA 2021-05: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2021-05-04	BUY	AMZN	2	165.59	—	—	-331.19	Monthly DCA 2021-05: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2021-05-04	BUY	AAPL	3	127.85	—	—	-383.55	Monthly DCA 2021-05: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2021-05-04	DEPOSIT	—	—	—	—	—	+2500.00	—
2021-05-03	INTEREST	—	—	—	—	—	+0.03	—
2021-04-08	BUY	META	1	313.02	—	—	-313.02	Monthly DCA 2021-04: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2021-04-08	BUY	MSFT	1	253.25	—	—	-253.25	Monthly DCA 2021-04: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2021-04-08	BUY	GOOGL	3	112.52	—	—	-337.56	Monthly DCA 2021-04: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2021-04-08	BUY	AMZN	2	164.96	—	—	-329.93	Monthly DCA 2021-04: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2021-04-08	BUY	AAPL	3	130.36	—	—	-391.08	Monthly DCA 2021-04: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2021-04-08	DEPOSIT	—	—	—	—	—	+2500.00	—
2021-04-01	INTEREST	—	—	—	—	—	+0.03	—
2021-03-05	BUY	BA	1	223.22	—	—	-223.22	Monthly DCA 2021-03: 20% space/defense sleeve, equal-weight 1/2 into BA.
2021-03-05	BUY	META	1	264.28	—	—	-264.28	Monthly DCA 2021-03: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2021-03-05	BUY	MSFT	1	231.6	—	—	-231.60	Monthly DCA 2021-03: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2021-03-05	BUY	GOOGL	3	104.85	—	—	-314.56	Monthly DCA 2021-03: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2021-03-05	BUY	AMZN	2	150.02	—	—	-300.05	Monthly DCA 2021-03: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2021-03-05	BUY	AAPL	3	121.42	—	—	-364.26	Monthly DCA 2021-03: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2021-03-05	DEPOSIT	—	—	—	—	—	+2500.00	—
2021-03-01	INTEREST	—	—	—	—	—	+0.01	—
2021-02-26	DIVIDEND	LMT	291	2.6	—	—	+756.60	—
2021-02-17	DIVIDEND	MSFT	739	0.56	—	—	+413.84	—
2021-02-05	DIVIDEND	AAPL	1,243	0.2	—	—	+254.81	—
2021-02-03	BUY	BA	1	207.39	—	—	-207.39	Monthly DCA 2021-02: 20% space/defense sleeve, equal-weight 1/2 into BA.
2021-02-03	BUY	META	1	266.65	—	—	-266.65	Monthly DCA 2021-02: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2021-02-03	BUY	MSFT	1	243	—	—	-243.00	Monthly DCA 2021-02: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2021-02-03	BUY	GOOGL	3	102.94	—	—	-308.83	Monthly DCA 2021-02: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2021-02-03	BUY	AMZN	2	165.63	—	—	-331.25	Monthly DCA 2021-02: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2021-02-03	BUY	AAPL	2	133.94	—	—	-267.88	Monthly DCA 2021-02: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2021-02-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2021-02-01	INTEREST	—	—	—	—	—	+0.00	—
2021-01-04	BUY	LMT	111	344.64	—	—	-38255.04	Annual rebalance: top up LMT to equal-weight space 10% target; deploy beats idle cash.
2021-01-04	BUY	BA	256	202.72	—	—	-51896.32	Annual rebalance: top up BA to equal-weight space 10% target; deploy beats idle cash.
2021-01-04	BUY	META	38	268.94	—	—	-10219.72	Annual rebalance: top up META to equal-weight tech 16% target; deploy beats idle cash.
2021-01-04	BUY	GOOGL	124	86.31	—	—	-10702.01	Annual rebalance: top up GOOGL to equal-weight tech 16% target; deploy beats idle cash.
2021-01-04	SELL	MSFT	20	217.69	2016-01-04	LONG	+4353.80	Annual rebalance: trim MSFT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2021-01-04	SELL	AMZN	300	159.33	2016-01-04	LONG	+47799.45	Annual rebalance: trim AMZN to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2021-01-04	SELL	AAPL	332	129.41	2016-01-04	LONG	+42964.12	Annual rebalance: trim AAPL to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2021-01-04	DEPOSIT	—	—	—	—	—	+2500.00	—
2021-01-04	INTEREST	—	—	—	—	—	+4.94	—
2020-12-07	BUY	BA	1	238.17	—	—	-238.17	Monthly DCA 2020-12: 20% space/defense sleeve, equal-weight 1/2 into BA.
2020-12-07	BUY	META	1	285.58	—	—	-285.58	Monthly DCA 2020-12: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2020-12-07	BUY	MSFT	1	214.29	—	—	-214.29	Monthly DCA 2020-12: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2020-12-07	BUY	GOOGL	4	90.85	—	—	-363.41	Monthly DCA 2020-12: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2020-12-07	BUY	AMZN	2	157.9	—	—	-315.80	Monthly DCA 2020-12: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2020-12-07	BUY	AAPL	3	123.75	—	—	-371.25	Monthly DCA 2020-12: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2020-12-07	DEPOSIT	—	—	—	—	—	+2500.00	—
2020-12-01	INTEREST	—	—	—	—	—	+4.21	—
2020-11-30	DIVIDEND	LMT	180	2.6	—	—	+468.00	—
2020-11-18	DIVIDEND	MSFT	757	0.56	—	—	+423.92	—
2020-11-11	BUY	BA	1	182.15	—	—	-182.15	Monthly DCA 2020-11: 20% space/defense sleeve, equal-weight 1/2 into BA.
2020-11-11	BUY	META	1	276.48	—	—	-276.48	Monthly DCA 2020-11: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2020-11-11	BUY	MSFT	1	216.55	—	—	-216.55	Monthly DCA 2020-11: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2020-11-11	BUY	GOOGL	4	87.36	—	—	-349.45	Monthly DCA 2020-11: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2020-11-11	BUY	AMZN	2	156.87	—	—	-313.74	Monthly DCA 2020-11: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2020-11-11	BUY	AAPL	3	119.49	—	—	-358.47	Monthly DCA 2020-11: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2020-11-11	DEPOSIT	—	—	—	—	—	+2500.00	—
2020-11-06	DIVIDEND	AAPL	1,567	0.2	—	—	+321.23	—
2020-11-02	INTEREST	—	—	—	—	—	+4.13	—
2020-10-12	BUY	BA	1	167.35	—	—	-167.35	Monthly DCA 2020-10: 20% space/defense sleeve, equal-weight 1/2 into BA.
2020-10-12	BUY	META	1	275.75	—	—	-275.75	Monthly DCA 2020-10: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2020-10-12	BUY	MSFT	1	221.4	—	—	-221.40	Monthly DCA 2020-10: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2020-10-12	BUY	GOOGL	5	78.23	—	—	-391.15	Monthly DCA 2020-10: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2020-10-12	BUY	AMZN	2	172.15	—	—	-344.29	Monthly DCA 2020-10: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2020-10-12	BUY	AAPL	3	124.4	—	—	-373.20	Monthly DCA 2020-10: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2020-10-12	DEPOSIT	—	—	—	—	—	+2500.00	—
2020-10-01	INTEREST	—	—	—	—	—	+3.68	—
2020-09-03	BUY	BA	1	168.77	—	—	-168.77	Monthly DCA 2020-09: 20% space/defense sleeve, equal-weight 1/2 into BA.
2020-09-03	BUY	META	1	291.12	—	—	-291.12	Monthly DCA 2020-09: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2020-09-03	BUY	MSFT	1	217.3	—	—	-217.30	Monthly DCA 2020-09: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2020-09-03	BUY	GOOGL	4	81.48	—	—	-325.90	Monthly DCA 2020-09: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2020-09-03	BUY	AMZN	2	168.4	—	—	-336.80	Monthly DCA 2020-09: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2020-09-03	BUY	AAPL	3	120.88	—	—	-362.64	Monthly DCA 2020-09: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2020-09-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2020-09-01	INTEREST	—	—	—	—	—	+3.05	—
2020-08-31	DIVIDEND	LMT	180	2.4	—	—	+432.00	—
2020-08-19	DIVIDEND	MSFT	754	0.51	—	—	+384.54	—
2020-08-07	DIVIDEND	AAPL	1,561	0.2	—	—	+320.00	—
2020-08-03	BUY	BA	1	162.27	—	—	-162.27	Monthly DCA 2020-08: 20% space/defense sleeve, equal-weight 1/2 into BA.
2020-08-03	BUY	META	1	251.96	—	—	-251.96	Monthly DCA 2020-08: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2020-08-03	BUY	MSFT	1	216.54	—	—	-216.54	Monthly DCA 2020-08: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2020-08-03	BUY	GOOGL	5	74.14	—	—	-370.69	Monthly DCA 2020-08: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2020-08-03	BUY	AMZN	2	155.59	—	—	-311.19	Monthly DCA 2020-08: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2020-08-03	BUY	AAPL	3	108.94	—	—	-326.81	Monthly DCA 2020-08: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2020-08-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2020-08-03	INTEREST	—	—	—	—	—	+2.87	—
2020-07-07	BUY	BA	1	178.88	—	—	-178.88	Monthly DCA 2020-07: 20% space/defense sleeve, equal-weight 1/2 into BA.
2020-07-07	BUY	META	1	240.86	—	—	-240.86	Monthly DCA 2020-07: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2020-07-07	BUY	MSFT	1	208.25	—	—	-208.25	Monthly DCA 2020-07: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2020-07-07	BUY	GOOGL	5	74.5	—	—	-372.48	Monthly DCA 2020-07: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2020-07-07	BUY	AMZN	2	150.01	—	—	-300.01	Monthly DCA 2020-07: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2020-07-07	BUY	AAPL	4	93.17	—	—	-372.69	Monthly DCA 2020-07: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2020-07-07	DEPOSIT	—	—	—	—	—	+2500.00	—
2020-07-01	INTEREST	—	—	—	—	—	+2.35	—
2020-06-01	BUY	BA	1	151.39	—	—	-151.39	Monthly DCA 2020-06: 20% space/defense sleeve, equal-weight 1/2 into BA.
2020-06-01	BUY	META	1	231.91	—	—	-231.91	Monthly DCA 2020-06: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2020-06-01	BUY	MSFT	2	182.83	—	—	-365.66	Monthly DCA 2020-06: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2020-06-01	BUY	GOOGL	5	71.74	—	—	-358.72	Monthly DCA 2020-06: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2020-06-01	BUY	AMZN	3	123.55	—	—	-370.66	Monthly DCA 2020-06: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2020-06-01	BUY	AAPL	4	80.46	—	—	-321.85	Monthly DCA 2020-06: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2020-06-01	DEPOSIT	—	—	—	—	—	+2500.00	—
2020-06-01	INTEREST	—	—	—	—	—	+1.81	—
2020-05-29	DIVIDEND	LMT	180	2.4	—	—	+432.00	—
2020-05-20	DIVIDEND	MSFT	750	0.51	—	—	+382.50	—
2020-05-11	BUY	BA	1	128.91	—	—	-128.91	Monthly DCA 2020-05: 20% space/defense sleeve, equal-weight 1/2 into BA.
2020-05-11	BUY	META	1	213.18	—	—	-213.18	Monthly DCA 2020-05: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2020-05-11	BUY	MSFT	2	186.74	—	—	-373.48	Monthly DCA 2020-05: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2020-05-11	BUY	GOOGL	5	70.18	—	—	-350.90	Monthly DCA 2020-05: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2020-05-11	BUY	AMZN	3	120.45	—	—	-361.35	Monthly DCA 2020-05: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2020-05-11	BUY	AAPL	5	78.75	—	—	-393.76	Monthly DCA 2020-05: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2020-05-11	DEPOSIT	—	—	—	—	—	+2500.00	—
2020-05-08	DIVIDEND	AAPL	1,545	0.2	—	—	+316.72	—
2020-05-01	INTEREST	—	—	—	—	—	+1.37	—
2020-04-08	BUY	BA	1	146.87	—	—	-146.87	Monthly DCA 2020-04: 20% space/defense sleeve, equal-weight 1/2 into BA.
2020-04-08	BUY	META	2	174.28	—	—	-348.56	Monthly DCA 2020-04: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2020-04-08	BUY	MSFT	2	165.13	—	—	-330.26	Monthly DCA 2020-04: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2020-04-08	BUY	GOOGL	6	60.35	—	—	-362.10	Monthly DCA 2020-04: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2020-04-08	BUY	AMZN	3	102.15	—	—	-306.45	Monthly DCA 2020-04: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2020-04-08	BUY	AAPL	6	66.52	—	—	-399.11	Monthly DCA 2020-04: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2020-04-08	DEPOSIT	—	—	—	—	—	+2500.00	—
2020-04-01	INTEREST	—	—	—	—	—	+1.15	—
2020-03-10	BUY	BA	1	231.01	—	—	-231.01	Monthly DCA 2020-03: 20% space/defense sleeve, equal-weight 1/2 into BA.
2020-03-10	BUY	META	2	178.19	—	—	-356.38	Monthly DCA 2020-03: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2020-03-10	BUY	MSFT	2	160.92	—	—	-321.84	Monthly DCA 2020-03: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2020-03-10	BUY	GOOGL	6	63.76	—	—	-382.55	Monthly DCA 2020-03: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2020-03-10	BUY	AMZN	4	94.59	—	—	-378.36	Monthly DCA 2020-03: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2020-03-10	BUY	AAPL	5	71.33	—	—	-356.67	Monthly DCA 2020-03: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2020-03-10	DEPOSIT	—	—	—	—	—	+2500.00	—
2020-03-02	INTEREST	—	—	—	—	—	+0.59	—
2020-02-28	DIVIDEND	LMT	180	2.4	—	—	+432.00	—
2020-02-19	DIVIDEND	MSFT	744	0.51	—	—	+379.44	—
2020-02-13	DIVIDEND	BA	229	2.06	—	—	+470.60	—
2020-02-11	BUY	META	1	207.19	—	—	-207.19	Monthly DCA 2020-02: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2020-02-11	BUY	MSFT	2	184.44	—	—	-368.88	Monthly DCA 2020-02: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2020-02-11	BUY	GOOGL	5	75.5	—	—	-377.51	Monthly DCA 2020-02: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2020-02-11	BUY	AMZN	3	107.54	—	—	-322.62	Monthly DCA 2020-02: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2020-02-11	BUY	AAPL	5	79.9	—	—	-399.51	Monthly DCA 2020-02: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2020-02-11	DEPOSIT	—	—	—	—	—	+2500.00	—
2020-02-07	DIVIDEND	AAPL	1,529	0.19	—	—	+294.33	—
2020-02-03	INTEREST	—	—	—	—	—	+2.06	—
2020-01-13	BUY	LMT	4	419.02	—	—	-1676.08	Annual rebalance: top up LMT to equal-weight space 10% target; deploy beats idle cash.
2020-01-13	BUY	BA	85	330.22	—	—	-28068.70	Annual rebalance: top up BA to equal-weight space 10% target; deploy beats idle cash.
2020-01-13	BUY	GOOGL	207	72	—	—	-14904.31	Annual rebalance: top up GOOGL to equal-weight tech 16% target; deploy beats idle cash.
2020-01-13	BUY	AMZN	307	94.57	—	—	-29031.46	Annual rebalance: top up AMZN to equal-weight tech 16% target; deploy beats idle cash.
2020-01-13	SELL	MSFT	28	163.28	2016-01-04	LONG	+4571.84	Annual rebalance: trim MSFT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2020-01-13	SELL	META	23	221.91	2017-01-05	LONG	+5103.93	Annual rebalance: trim META to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2020-01-13	SELL	AAPL	598	79.24	2016-01-04	LONG	+47385.52	Annual rebalance: trim AAPL to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2020-01-13	DEPOSIT	—	—	—	—	—	+2500.00	—
2020-01-02	INTEREST	—	—	—	—	—	+22.92	—
2019-12-12	BUY	META	2	196.75	—	—	-393.50	Monthly DCA 2019-12: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2019-12-12	BUY	MSFT	2	153.24	—	—	-306.48	Monthly DCA 2019-12: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2019-12-12	BUY	GOOGL	5	67.42	—	—	-337.12	Monthly DCA 2019-12: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2019-12-12	BUY	AMZN	4	88.02	—	—	-352.07	Monthly DCA 2019-12: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2019-12-12	BUY	AAPL	5	67.86	—	—	-339.32	Monthly DCA 2019-12: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2019-12-12	DEPOSIT	—	—	—	—	—	+2500.00	—
2019-12-02	INTEREST	—	—	—	—	—	+21.56	—
2019-11-29	DIVIDEND	LMT	176	2.4	—	—	+422.40	—
2019-11-20	DIVIDEND	MSFT	768	0.51	—	—	+391.68	—
2019-11-11	BUY	META	2	189.61	—	—	-379.22	Monthly DCA 2019-11: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2019-11-11	BUY	MSFT	2	146.11	—	—	-292.22	Monthly DCA 2019-11: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2019-11-11	BUY	GOOGL	6	64.91	—	—	-389.48	Monthly DCA 2019-11: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2019-11-11	BUY	AMZN	4	88.58	—	—	-354.33	Monthly DCA 2019-11: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2019-11-11	BUY	AAPL	6	65.55	—	—	-393.30	Monthly DCA 2019-11: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2019-11-11	DEPOSIT	—	—	—	—	—	+2500.00	—
2019-11-07	DIVIDEND	BA	144	2.06	—	—	+295.92	—
2019-11-07	DIVIDEND	AAPL	2,116	0.19	—	—	+407.33	—
2019-11-01	INTEREST	—	—	—	—	—	+19.14	—
2019-10-08	BUY	META	2	177.75	—	—	-355.50	Monthly DCA 2019-10: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2019-10-08	BUY	MSFT	2	135.67	—	—	-271.34	Monthly DCA 2019-10: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2019-10-08	BUY	GOOGL	6	59.51	—	—	-357.04	Monthly DCA 2019-10: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2019-10-08	BUY	AMZN	4	85.28	—	—	-341.10	Monthly DCA 2019-10: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2019-10-08	BUY	AAPL	7	56.1	—	—	-392.70	Monthly DCA 2019-10: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2019-10-08	DEPOSIT	—	—	—	—	—	+2500.00	—
2019-10-01	INTEREST	—	—	—	—	—	+16.29	—
2019-09-04	BUY	META	2	187.14	—	—	-374.28	Monthly DCA 2019-09: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2019-09-04	BUY	MSFT	2	137.63	—	—	-275.26	Monthly DCA 2019-09: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2019-09-04	BUY	GOOGL	6	59.11	—	—	-354.68	Monthly DCA 2019-09: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2019-09-04	BUY	AMZN	4	90.03	—	—	-360.12	Monthly DCA 2019-09: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2019-09-04	BUY	AAPL	7	52.3	—	—	-366.08	Monthly DCA 2019-09: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2019-09-04	DEPOSIT	—	—	—	—	—	+2500.00	—
2019-09-03	INTEREST	—	—	—	—	—	+16.19	—
2019-08-30	DIVIDEND	LMT	176	2.2	—	—	+387.20	—
2019-08-14	DIVIDEND	MSFT	762	0.46	—	—	+350.52	—
2019-08-12	BUY	META	2	185.37	—	—	-370.74	Monthly DCA 2019-08: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2019-08-12	BUY	MSFT	2	135.79	—	—	-271.58	Monthly DCA 2019-08: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2019-08-12	BUY	GOOGL	6	58.72	—	—	-352.35	Monthly DCA 2019-08: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2019-08-12	BUY	AMZN	4	89.25	—	—	-356.98	Monthly DCA 2019-08: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2019-08-12	BUY	AAPL	7	50.12	—	—	-350.84	Monthly DCA 2019-08: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2019-08-12	DEPOSIT	—	—	—	—	—	+2500.00	—
2019-08-09	DIVIDEND	AAPL	2,095	0.19	—	—	+403.29	—
2019-08-08	DIVIDEND	BA	144	2.06	—	—	+295.92	—
2019-08-01	INTEREST	—	—	—	—	—	+12.46	—
2019-07-10	BUY	META	1	202.73	—	—	-202.73	Monthly DCA 2019-07: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2019-07-10	BUY	MSFT	2	137.85	—	—	-275.70	Monthly DCA 2019-07: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2019-07-10	BUY	GOOGL	7	57.05	—	—	-399.32	Monthly DCA 2019-07: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2019-07-10	BUY	AMZN	3	100.87	—	—	-302.61	Monthly DCA 2019-07: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2019-07-10	BUY	AAPL	7	50.81	—	—	-355.65	Monthly DCA 2019-07: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2019-07-10	DEPOSIT	—	—	—	—	—	+2500.00	—
2019-07-01	INTEREST	—	—	—	—	—	+10.07	—
2019-06-06	BUY	META	2	168.33	—	—	-336.66	Monthly DCA 2019-06: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2019-06-06	BUY	MSFT	3	127.82	—	—	-383.46	Monthly DCA 2019-06: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2019-06-06	BUY	GOOGL	7	52.39	—	—	-366.72	Monthly DCA 2019-06: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2019-06-06	BUY	AMZN	4	87.72	—	—	-350.87	Monthly DCA 2019-06: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2019-06-06	BUY	AAPL	8	46.31	—	—	-370.44	Monthly DCA 2019-06: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2019-06-06	DEPOSIT	—	—	—	—	—	+2500.00	—
2019-06-03	INTEREST	—	—	—	—	—	+9.29	—
2019-05-31	DIVIDEND	LMT	176	2.2	—	—	+387.20	—
2019-05-15	DIVIDEND	MSFT	755	0.46	—	—	+347.30	—
2019-05-10	DIVIDEND	AAPL	2,080	0.19	—	—	+400.40	—
2019-05-09	DIVIDEND	BA	144	2.06	—	—	+295.92	—
2019-05-07	BUY	META	2	189.77	—	—	-379.54	Monthly DCA 2019-05: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2019-05-07	BUY	MSFT	3	125.52	—	—	-376.56	Monthly DCA 2019-05: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2019-05-07	BUY	GOOGL	6	58.94	—	—	-353.66	Monthly DCA 2019-05: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2019-05-07	BUY	AMZN	4	96.05	—	—	-384.20	Monthly DCA 2019-05: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2019-05-07	BUY	AAPL	7	50.72	—	—	-355.01	Monthly DCA 2019-05: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2019-05-07	DEPOSIT	—	—	—	—	—	+2500.00	—
2019-05-01	INTEREST	—	—	—	—	—	+6.04	—
2019-04-09	BUY	META	2	177.58	—	—	-355.16	Monthly DCA 2019-04: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2019-04-09	BUY	MSFT	3	119.28	—	—	-357.84	Monthly DCA 2019-04: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2019-04-09	BUY	GOOGL	6	60.13	—	—	-360.81	Monthly DCA 2019-04: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2019-04-09	BUY	AMZN	4	91.79	—	—	-367.17	Monthly DCA 2019-04: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2019-04-09	BUY	AAPL	8	49.88	—	—	-399.00	Monthly DCA 2019-04: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2019-04-09	DEPOSIT	—	—	—	—	—	+2500.00	—
2019-04-01	INTEREST	—	—	—	—	—	+5.11	—
2019-03-08	BUY	META	2	169.6	—	—	-339.20	Monthly DCA 2019-03: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2019-03-08	BUY	MSFT	3	110.51	—	—	-331.53	Monthly DCA 2019-03: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2019-03-08	BUY	GOOGL	6	57.5	—	—	-344.99	Monthly DCA 2019-03: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2019-03-08	BUY	AMZN	4	81.04	—	—	-324.16	Monthly DCA 2019-03: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2019-03-08	BUY	AAPL	9	43.23	—	—	-389.05	Monthly DCA 2019-03: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2019-03-08	DEPOSIT	—	—	—	—	—	+2500.00	—
2019-03-01	INTEREST	—	—	—	—	—	+2.53	—
2019-02-28	DIVIDEND	LMT	176	2.2	—	—	+387.20	—
2019-02-20	DIVIDEND	MSFT	746	0.46	—	—	+343.16	—
2019-02-08	DIVIDEND	AAPL	2,056	0.18	—	—	+375.22	—
2019-02-07	DIVIDEND	BA	144	2.06	—	—	+295.92	—
2019-02-01	BUY	META	2	165.71	—	—	-331.42	Monthly DCA 2019-02: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2019-02-01	BUY	MSFT	3	102.78	—	—	-308.34	Monthly DCA 2019-02: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2019-02-01	BUY	GOOGL	7	55.93	—	—	-391.52	Monthly DCA 2019-02: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2019-02-01	BUY	AMZN	4	81.31	—	—	-325.25	Monthly DCA 2019-02: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2019-02-01	BUY	AAPL	9	41.63	—	—	-374.67	Monthly DCA 2019-02: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2019-02-01	DEPOSIT	—	—	—	—	—	+2500.00	—
2019-02-01	INTEREST	—	—	—	—	—	+3.91	—
2019-01-07	BUY	LMT	42	268.08	—	—	-11259.36	Annual rebalance: top up LMT to equal-weight space 10% target; deploy beats idle cash.
2019-01-07	BUY	BA	4	328.11	—	—	-1312.44	Annual rebalance: top up BA to equal-weight space 10% target; deploy beats idle cash.
2019-01-07	BUY	META	147	138.05	—	—	-20293.35	Annual rebalance: top up META to equal-weight tech 16% target; deploy beats idle cash.
2019-01-07	BUY	GOOGL	47	53.8	—	—	-2528.41	Annual rebalance: top up GOOGL to equal-weight tech 16% target; deploy beats idle cash.
2019-01-07	BUY	AAPL	320	36.98	—	—	-11834.40	Annual rebalance: top up AAPL to equal-weight tech 16% target; deploy beats idle cash.
2019-01-07	SELL	MSFT	107	102.06	2016-01-04	LONG	+10920.42	Annual rebalance: trim MSFT to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2019-01-07	SELL	AMZN	257	81.48	2016-01-04	LONG	+20939.20	Annual rebalance: trim AMZN to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2019-01-07	DEPOSIT	—	—	—	—	—	+2500.00	—
2019-01-02	INTEREST	—	—	—	—	—	+16.49	—
2018-12-03	BUY	META	2	141.09	—	—	-282.18	Monthly DCA 2018-12: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2018-12-03	BUY	MSFT	3	112.09	—	—	-336.27	Monthly DCA 2018-12: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2018-12-03	BUY	GOOGL	7	55.82	—	—	-390.73	Monthly DCA 2018-12: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2018-12-03	BUY	AMZN	4	88.62	—	—	-354.47	Monthly DCA 2018-12: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2018-12-03	BUY	AAPL	8	46.21	—	—	-369.64	Monthly DCA 2018-12: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2018-12-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2018-12-03	INTEREST	—	—	—	—	—	+15.10	—
2018-11-30	DIVIDEND	LMT	134	2.2	—	—	+294.80	—
2018-11-14	DIVIDEND	MSFT	847	0.46	—	—	+389.62	—
2018-11-12	BUY	META	2	141.55	—	—	-283.10	Monthly DCA 2018-11: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2018-11-12	BUY	MSFT	3	106.87	—	—	-320.61	Monthly DCA 2018-11: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2018-11-12	BUY	GOOGL	7	52.47	—	—	-367.28	Monthly DCA 2018-11: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2018-11-12	BUY	AMZN	4	81.84	—	—	-327.37	Monthly DCA 2018-11: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2018-11-12	BUY	AAPL	8	48.54	—	—	-388.34	Monthly DCA 2018-11: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2018-11-12	DEPOSIT	—	—	—	—	—	+2500.00	—
2018-11-08	DIVIDEND	BA	140	1.71	—	—	+239.40	—
2018-11-08	DIVIDEND	AAPL	1,711	0.18	—	—	+312.26	—
2018-11-01	INTEREST	—	—	—	—	—	+13.02	—
2018-10-02	BUY	META	2	159.33	—	—	-318.66	Monthly DCA 2018-10: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2018-10-02	BUY	MSFT	3	115.15	—	—	-345.45	Monthly DCA 2018-10: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2018-10-02	BUY	GOOGL	6	60.38	—	—	-362.29	Monthly DCA 2018-10: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2018-10-02	BUY	AMZN	4	98.57	—	—	-394.26	Monthly DCA 2018-10: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2018-10-02	BUY	AAPL	6	57.32	—	—	-343.92	Monthly DCA 2018-10: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2018-10-02	DEPOSIT	—	—	—	—	—	+2500.00	—
2018-10-01	INTEREST	—	—	—	—	—	+10.48	—
2018-09-06	BUY	META	2	162.53	—	—	-325.06	Monthly DCA 2018-09: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2018-09-06	BUY	MSFT	3	108.74	—	—	-326.22	Monthly DCA 2018-09: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2018-09-06	BUY	GOOGL	6	59.2	—	—	-355.20	Monthly DCA 2018-09: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2018-09-06	BUY	AMZN	4	97.92	—	—	-391.66	Monthly DCA 2018-09: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2018-09-06	BUY	AAPL	7	55.78	—	—	-390.43	Monthly DCA 2018-09: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2018-09-06	DEPOSIT	—	—	—	—	—	+2500.00	—
2018-09-04	INTEREST	—	—	—	—	—	+11.17	—
2018-08-31	DIVIDEND	LMT	134	2	—	—	+268.00	—
2018-08-15	DIVIDEND	MSFT	838	0.42	—	—	+351.96	—
2018-08-14	BUY	META	2	181.11	—	—	-362.22	Monthly DCA 2018-08: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2018-08-14	BUY	MSFT	3	109.56	—	—	-328.68	Monthly DCA 2018-08: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2018-08-14	BUY	GOOGL	6	62.91	—	—	-377.44	Monthly DCA 2018-08: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2018-08-14	BUY	AMZN	4	95.98	—	—	-383.93	Monthly DCA 2018-08: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2018-08-14	BUY	AAPL	7	52.44	—	—	-367.06	Monthly DCA 2018-08: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2018-08-14	DEPOSIT	—	—	—	—	—	+2500.00	—
2018-08-10	DIVIDEND	AAPL	1,691	0.18	—	—	+308.61	—
2018-08-09	DIVIDEND	BA	140	1.71	—	—	+239.40	—
2018-08-01	INTEREST	—	—	—	—	—	+8.38	—
2018-07-06	BUY	META	1	203.23	—	—	-203.23	Monthly DCA 2018-07: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2018-07-06	BUY	MSFT	3	101.16	—	—	-303.48	Monthly DCA 2018-07: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2018-07-06	BUY	GOOGL	6	57.75	—	—	-346.52	Monthly DCA 2018-07: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2018-07-06	BUY	AMZN	4	85.53	—	—	-342.13	Monthly DCA 2018-07: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2018-07-06	BUY	AAPL	8	46.99	—	—	-375.94	Monthly DCA 2018-07: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2018-07-06	DEPOSIT	—	—	—	—	—	+2500.00	—
2018-07-02	INTEREST	—	—	—	—	—	+7.62	—
2018-06-01	BUY	META	2	193.99	—	—	-387.98	Monthly DCA 2018-06: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2018-06-01	BUY	MSFT	3	100.79	—	—	-302.37	Monthly DCA 2018-06: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2018-06-01	BUY	GOOGL	7	56.75	—	—	-397.25	Monthly DCA 2018-06: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2018-06-01	BUY	AMZN	4	82.08	—	—	-328.31	Monthly DCA 2018-06: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2018-06-01	BUY	AAPL	8	47.56	—	—	-380.48	Monthly DCA 2018-06: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2018-06-01	DEPOSIT	—	—	—	—	—	+2500.00	—
2018-06-01	INTEREST	—	—	—	—	—	+5.79	—
2018-05-31	DIVIDEND	LMT	134	2	—	—	+268.00	—
2018-05-16	DIVIDEND	MSFT	829	0.42	—	—	+348.18	—
2018-05-11	DIVIDEND	AAPL	1,675	0.18	—	—	+305.69	—
2018-05-10	DIVIDEND	BA	140	1.71	—	—	+239.40	—
2018-05-07	BUY	META	2	177.97	—	—	-355.94	Monthly DCA 2018-05: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2018-05-07	BUY	MSFT	4	96.22	—	—	-384.88	Monthly DCA 2018-05: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2018-05-07	BUY	GOOGL	7	52.97	—	—	-370.81	Monthly DCA 2018-05: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2018-05-07	BUY	AMZN	4	80.01	—	—	-320.03	Monthly DCA 2018-05: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2018-05-07	BUY	AAPL	8	46.29	—	—	-370.32	Monthly DCA 2018-05: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2018-05-07	DEPOSIT	—	—	—	—	—	+2500.00	—
2018-05-01	INTEREST	—	—	—	—	—	+3.84	—
2018-04-10	BUY	META	2	165.04	—	—	-330.08	Monthly DCA 2018-04: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2018-04-10	BUY	MSFT	4	92.88	—	—	-371.52	Monthly DCA 2018-04: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2018-04-10	BUY	GOOGL	7	51.83	—	—	-362.78	Monthly DCA 2018-04: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2018-04-10	BUY	AMZN	5	71.81	—	—	-359.05	Monthly DCA 2018-04: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2018-04-10	BUY	AAPL	9	43.31	—	—	-389.81	Monthly DCA 2018-04: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2018-04-10	DEPOSIT	—	—	—	—	—	+2500.00	—
2018-04-02	INTEREST	—	—	—	—	—	+3.58	—
2018-03-01	BUY	META	2	175.94	—	—	-351.88	Monthly DCA 2018-03: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2018-03-01	BUY	MSFT	4	92.85	—	—	-371.40	Monthly DCA 2018-03: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2018-03-01	BUY	GOOGL	7	53.57	—	—	-374.99	Monthly DCA 2018-03: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2018-03-01	BUY	AMZN	5	74.67	—	—	-373.36	Monthly DCA 2018-03: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2018-03-01	BUY	AAPL	9	43.75	—	—	-393.75	Monthly DCA 2018-03: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2018-03-01	DEPOSIT	—	—	—	—	—	+2500.00	—
2018-03-01	INTEREST	—	—	—	—	—	+1.55	—
2018-02-28	DIVIDEND	LMT	134	2	—	—	+268.00	—
2018-02-14	DIVIDEND	MSFT	817	0.42	—	—	+343.14	—
2018-02-09	DIVIDEND	AAPL	1,649	0.16	—	—	+259.72	—
2018-02-08	BUY	META	2	171.58	—	—	-343.16	Monthly DCA 2018-02: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2018-02-08	BUY	MSFT	4	85.01	—	—	-340.04	Monthly DCA 2018-02: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2018-02-08	BUY	GOOGL	7	50.39	—	—	-352.70	Monthly DCA 2018-02: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2018-02-08	BUY	AMZN	5	67.53	—	—	-337.63	Monthly DCA 2018-02: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2018-02-08	BUY	AAPL	10	38.79	—	—	-387.87	Monthly DCA 2018-02: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2018-02-08	DEPOSIT	—	—	—	—	—	+2500.00	—
2018-02-08	DIVIDEND	BA	140	1.71	—	—	+239.40	—
2018-02-01	INTEREST	—	—	—	—	—	+3.42	—
2018-01-10	BUY	LMT	29	331.05	—	—	-9600.45	Annual rebalance: top up LMT to equal-weight space 10% target; deploy beats idle cash.
2018-01-10	BUY	META	3	187.84	—	—	-563.52	Annual rebalance: top up META to equal-weight tech 16% target; deploy beats idle cash.
2018-01-10	BUY	MSFT	69	87.82	—	—	-6059.58	Annual rebalance: top up MSFT to equal-weight tech 16% target; deploy beats idle cash.
2018-01-10	BUY	GOOGL	144	55.51	—	—	-7993.01	Annual rebalance: top up GOOGL to equal-weight tech 16% target; deploy beats idle cash.
2018-01-10	BUY	AAPL	57	43.57	—	—	-2483.63	Annual rebalance: top up AAPL to equal-weight tech 16% target; deploy beats idle cash.
2018-01-10	SELL	BA	37	320.26	2016-01-04	LONG	+11849.62	Annual rebalance: trim BA to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2018-01-10	SELL	AMZN	45	62.72	2016-01-04	LONG	+2822.24	Annual rebalance: trim AMZN to equal-weight target; FIFO sells oldest lot (LONG-term, lower tax).
2018-01-10	DEPOSIT	—	—	—	—	—	+2500.00	—
2018-01-02	INTEREST	—	—	—	—	—	+4.81	—
2017-12-01	BUY	META	2	175.1	—	—	-350.20	Monthly DCA 2017-12: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2017-12-01	BUY	MSFT	4	84.26	—	—	-337.04	Monthly DCA 2017-12: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2017-12-01	BUY	GOOGL	7	51.25	—	—	-358.77	Monthly DCA 2017-12: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2017-12-01	BUY	AMZN	6	58.12	—	—	-348.71	Monthly DCA 2017-12: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2017-12-01	BUY	AAPL	9	42.76	—	—	-384.86	Monthly DCA 2017-12: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2017-12-01	DEPOSIT	—	—	—	—	—	+2500.00	—
2017-12-01	INTEREST	—	—	—	—	—	+3.45	—
2017-11-30	DIVIDEND	LMT	105	2	—	—	+210.00	—
2017-11-15	DIVIDEND	MSFT	740	0.42	—	—	+310.80	—
2017-11-10	DIVIDEND	AAPL	1,573	0.16	—	—	+247.75	—
2017-11-09	DIVIDEND	BA	177	1.42	—	—	+251.34	—
2017-11-08	BUY	META	2	179.56	—	—	-359.12	Monthly DCA 2017-11: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2017-11-08	BUY	MSFT	4	84.56	—	—	-338.24	Monthly DCA 2017-11: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2017-11-08	BUY	GOOGL	7	52.91	—	—	-370.40	Monthly DCA 2017-11: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2017-11-08	BUY	AMZN	7	56.64	—	—	-396.51	Monthly DCA 2017-11: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2017-11-08	BUY	AAPL	9	44.06	—	—	-396.54	Monthly DCA 2017-11: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2017-11-08	DEPOSIT	—	—	—	—	—	+2500.00	—
2017-11-01	INTEREST	—	—	—	—	—	+3.02	—
2017-10-03	BUY	META	2	169.96	—	—	-339.92	Monthly DCA 2017-10: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2017-10-03	BUY	MSFT	5	74.26	—	—	-371.30	Monthly DCA 2017-10: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2017-10-03	BUY	GOOGL	8	48.6	—	—	-388.83	Monthly DCA 2017-10: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2017-10-03	BUY	AMZN	8	47.85	—	—	-382.84	Monthly DCA 2017-10: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2017-10-03	BUY	AAPL	10	38.62	—	—	-386.20	Monthly DCA 2017-10: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2017-10-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2017-10-02	INTEREST	—	—	—	—	—	+2.86	—
2017-09-01	BUY	BA	1	240.33	—	—	-240.33	Monthly DCA 2017-09: 20% space/defense sleeve, equal-weight 1/2 into BA.
2017-09-01	BUY	META	2	172.02	—	—	-344.04	Monthly DCA 2017-09: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2017-09-01	BUY	MSFT	5	73.94	—	—	-369.70	Monthly DCA 2017-09: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2017-09-01	BUY	GOOGL	8	47.6	—	—	-380.80	Monthly DCA 2017-09: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2017-09-01	BUY	AMZN	8	48.91	—	—	-391.30	Monthly DCA 2017-09: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2017-09-01	BUY	AAPL	9	41.01	—	—	-369.11	Monthly DCA 2017-09: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2017-09-01	DEPOSIT	—	—	—	—	—	+2500.00	—
2017-09-01	INTEREST	—	—	—	—	—	+2.45	—
2017-08-30	DIVIDEND	LMT	105	1.82	—	—	+191.10	—
2017-08-15	DIVIDEND	MSFT	726	0.39	—	—	+283.14	—
2017-08-10	BUY	BA	1	232.88	—	—	-232.88	Monthly DCA 2017-08: 20% space/defense sleeve, equal-weight 1/2 into BA.
2017-08-10	BUY	META	2	167.4	—	—	-334.80	Monthly DCA 2017-08: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2017-08-10	BUY	MSFT	5	71.41	—	—	-357.05	Monthly DCA 2017-08: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2017-08-10	BUY	GOOGL	8	46.18	—	—	-369.44	Monthly DCA 2017-08: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2017-08-10	BUY	AMZN	8	47.85	—	—	-382.77	Monthly DCA 2017-08: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2017-08-10	BUY	AAPL	10	38.83	—	—	-388.30	Monthly DCA 2017-08: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2017-08-10	DEPOSIT	—	—	—	—	—	+2500.00	—
2017-08-10	DIVIDEND	AAPL	1,535	0.16	—	—	+241.76	—
2017-08-09	DIVIDEND	BA	175	1.42	—	—	+248.50	—
2017-08-01	INTEREST	—	—	—	—	—	+1.96	—
2017-07-03	BUY	BA	1	198.59	—	—	-198.59	Monthly DCA 2017-07: 20% space/defense sleeve, equal-weight 1/2 into BA.
2017-07-03	BUY	META	2	148.43	—	—	-296.86	Monthly DCA 2017-07: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2017-07-03	BUY	MSFT	5	68.17	—	—	-340.85	Monthly DCA 2017-07: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2017-07-03	BUY	GOOGL	8	45.97	—	—	-367.78	Monthly DCA 2017-07: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2017-07-03	BUY	AMZN	8	47.68	—	—	-381.46	Monthly DCA 2017-07: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2017-07-03	BUY	AAPL	11	35.88	—	—	-394.63	Monthly DCA 2017-07: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2017-07-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2017-07-03	INTEREST	—	—	—	—	—	+1.93	—
2017-06-01	BUY	BA	1	187.32	—	—	-187.32	Monthly DCA 2017-06: 20% space/defense sleeve, equal-weight 1/2 into BA.
2017-06-01	BUY	META	2	151.53	—	—	-303.06	Monthly DCA 2017-06: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2017-06-01	BUY	MSFT	5	70.1	—	—	-350.50	Monthly DCA 2017-06: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2017-06-01	BUY	GOOGL	8	49.41	—	—	-395.32	Monthly DCA 2017-06: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2017-06-01	BUY	AMZN	8	49.8	—	—	-398.38	Monthly DCA 2017-06: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2017-06-01	BUY	AAPL	10	38.29	—	—	-382.95	Monthly DCA 2017-06: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2017-06-01	DEPOSIT	—	—	—	—	—	+2500.00	—
2017-06-01	INTEREST	—	—	—	—	—	+1.45	—
2017-05-30	DIVIDEND	LMT	105	1.82	—	—	+191.10	—
2017-05-16	DIVIDEND	MSFT	711	0.39	—	—	+277.29	—
2017-05-11	DIVIDEND	AAPL	1,514	0.16	—	—	+238.46	—
2017-05-10	DIVIDEND	BA	173	1.42	—	—	+245.66	—
2017-05-03	BUY	BA	1	183.39	—	—	-183.39	Monthly DCA 2017-05: 20% space/defense sleeve, equal-weight 1/2 into BA.
2017-05-03	BUY	META	2	151.8	—	—	-303.60	Monthly DCA 2017-05: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2017-05-03	BUY	MSFT	5	69.08	—	—	-345.40	Monthly DCA 2017-05: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2017-05-03	BUY	GOOGL	8	47.42	—	—	-379.38	Monthly DCA 2017-05: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2017-05-03	BUY	AMZN	8	47.05	—	—	-376.41	Monthly DCA 2017-05: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2017-05-03	BUY	AAPL	10	36.76	—	—	-367.65	Monthly DCA 2017-05: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2017-05-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2017-05-01	INTEREST	—	—	—	—	—	+0.88	—
2017-04-10	BUY	BA	1	177.56	—	—	-177.56	Monthly DCA 2017-04: 20% space/defense sleeve, equal-weight 1/2 into BA.
2017-04-10	BUY	META	2	141.04	—	—	-282.08	Monthly DCA 2017-04: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2017-04-10	BUY	MSFT	6	65.53	—	—	-393.18	Monthly DCA 2017-04: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2017-04-10	BUY	GOOGL	9	42.08	—	—	-378.76	Monthly DCA 2017-04: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2017-04-10	BUY	AMZN	8	45.35	—	—	-362.82	Monthly DCA 2017-04: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2017-04-10	BUY	AAPL	11	35.79	—	—	-393.72	Monthly DCA 2017-04: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2017-04-10	DEPOSIT	—	—	—	—	—	+2500.00	—
2017-04-03	INTEREST	—	—	—	—	—	+0.86	—
2017-03-01	BUY	BA	1	183.91	—	—	-183.91	Monthly DCA 2017-03: 20% space/defense sleeve, equal-weight 1/2 into BA.
2017-03-01	BUY	META	2	137.42	—	—	-274.84	Monthly DCA 2017-03: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2017-03-01	BUY	MSFT	6	64.94	—	—	-389.64	Monthly DCA 2017-03: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2017-03-01	BUY	GOOGL	9	42.84	—	—	-385.54	Monthly DCA 2017-03: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2017-03-01	BUY	AMZN	9	42.65	—	—	-383.89	Monthly DCA 2017-03: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2017-03-01	BUY	AAPL	11	34.95	—	—	-384.42	Monthly DCA 2017-03: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2017-03-01	DEPOSIT	—	—	—	—	—	+2500.00	—
2017-03-01	INTEREST	—	—	—	—	—	+0.38	—
2017-02-27	DIVIDEND	LMT	105	1.82	—	—	+191.10	—
2017-02-14	DIVIDEND	MSFT	694	0.39	—	—	+270.66	—
2017-02-09	DIVIDEND	AAPL	1,482	0.14	—	—	+211.18	—
2017-02-08	DIVIDEND	BA	170	1.42	—	—	+241.40	—
2017-02-01	BUY	BA	1	163.97	—	—	-163.97	Monthly DCA 2017-02: 20% space/defense sleeve, equal-weight 1/2 into BA.
2017-02-01	BUY	META	3	133.23	—	—	-399.69	Monthly DCA 2017-02: 80% tech sleeve, equal-weight 1/5 into META; deploy beats idle cash for long build.
2017-02-01	BUY	MSFT	6	63.58	—	—	-381.48	Monthly DCA 2017-02: 80% tech sleeve, equal-weight 1/5 into MSFT; deploy beats idle cash for long build.
2017-02-01	BUY	GOOGL	9	40.76	—	—	-366.86	Monthly DCA 2017-02: 80% tech sleeve, equal-weight 1/5 into GOOGL; deploy beats idle cash for long build.
2017-02-01	BUY	AMZN	9	41.62	—	—	-374.56	Monthly DCA 2017-02: 80% tech sleeve, equal-weight 1/5 into AMZN; deploy beats idle cash for long build.
2017-02-01	BUY	AAPL	12	32.19	—	—	-386.25	Monthly DCA 2017-02: 80% tech sleeve, equal-weight 1/5 into AAPL; deploy beats idle cash for long build.
2017-02-01	DEPOSIT	—	—	—	—	—	+2500.00	—
2017-02-01	INTEREST	—	—	—	—	—	+0.21	—
2017-01-05	BUY	META	354	120.67	—	—	-42717.18	Annual rebalance: open META as new top-5 tech by market cap (\$306B as of 2017-01-05); equal-weight 16% tech slot. Deploy beats idle cash.
2017-01-05	SELL	LMT	21	255.98	2016-01-04	LONG	+5375.58	Annual rebalance: trim LMT back to 10% space target; LONG-term lot.
2017-01-05	SELL	BA	23	158.71	2016-01-04	LONG	+3650.33	Annual rebalance: trim BA back to 10% space target; LONG-term 2016-01-04 lot.
2017-01-05	SELL	MSFT	99	62.3	2016-01-04	LONG	+6167.70	Annual rebalance: trim MSFT to 16% target; LONG-term lot, harvest gain at lower rate.
2017-01-05	SELL	GOOGL	86	40.65	2016-01-04	LONG	+3495.99	Annual rebalance: trim GOOGL to 16% target; LONG-term 2016-01-04 lot.
2017-01-05	SELL	AMZN	249	39.02	2016-01-04	LONG	+9716.60	Annual rebalance: trim AMZN (best YTD gainer, +21%) back to 16% target; LONG-term lot, favorable tax.
2017-01-05	SELL	AAPL	178	29.15	2016-01-04	LONG	+5189.15	Annual rebalance: trim AAPL back to 16% equal-weight tech target; FIFO sells 2016-01-04 lot = LONG-term gain (lower tax).
2017-01-05	DEPOSIT	—	—	—	—	—	+2500.00	—
2017-01-03	INTEREST	—	—	—	—	—	+0.54	—
2016-12-14	BUY	BA	1	154.47	—	—	-154.47	Monthly DCA 2016-12: 20% space/defense sleeve, equal-weight 1/2 into BA.
2016-12-14	BUY	MSFT	7	62.68	—	—	-438.76	Monthly DCA 2016-12: 80% tech sleeve, equal-weight 1/4 into MSFT; deploy beats idle cash for long build.
2016-12-14	BUY	GOOGL	12	40.89	—	—	-490.73	Monthly DCA 2016-12: 80% tech sleeve, equal-weight 1/4 into GOOGL; deploy beats idle cash for long build.
2016-12-14	BUY	AMZN	13	38.44	—	—	-499.73	Monthly DCA 2016-12: 80% tech sleeve, equal-weight 1/4 into AMZN; deploy beats idle cash for long build.
2016-12-14	BUY	AAPL	17	28.8	—	—	-489.56	Monthly DCA 2016-12: 80% tech sleeve, equal-weight 1/4 into AAPL; deploy beats idle cash for long build.
2016-12-14	DEPOSIT	—	—	—	—	—	+2500.00	—
2016-12-01	INTEREST	—	—	—	—	—	+0.24	—
2016-11-29	DIVIDEND	LMT	126	1.82	—	—	+229.32	—
2016-11-15	DIVIDEND	MSFT	780	0.39	—	—	+304.20	—
2016-11-08	DIVIDEND	BA	191	1.09	—	—	+208.19	—
2016-11-03	BUY	LMT	1	238.7	—	—	-238.70	Monthly DCA 2016-11: 20% space/defense sleeve, equal-weight 1/2 into LMT.
2016-11-03	BUY	BA	1	140.02	—	—	-140.02	Monthly DCA 2016-11: 20% space/defense sleeve, equal-weight 1/2 into BA.
2016-11-03	BUY	MSFT	8	59.21	—	—	-473.68	Monthly DCA 2016-11: 80% tech sleeve, equal-weight 1/4 into MSFT; deploy beats idle cash for long build.
2016-11-03	BUY	GOOGL	12	39.11	—	—	-469.31	Monthly DCA 2016-11: 80% tech sleeve, equal-weight 1/4 into GOOGL; deploy beats idle cash for long build.
2016-11-03	BUY	AMZN	13	38.35	—	—	-498.57	Monthly DCA 2016-11: 80% tech sleeve, equal-weight 1/4 into AMZN; deploy beats idle cash for long build.
2016-11-03	BUY	AAPL	18	27.46	—	—	-494.24	Monthly DCA 2016-11: 80% tech sleeve, equal-weight 1/4 into AAPL; deploy beats idle cash for long build.
2016-11-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2016-11-03	DIVIDEND	AAPL	1,613	0.14	—	—	+229.85	—
2016-11-01	INTEREST	—	—	—	—	—	+0.20	—
2016-10-04	BUY	LMT	1	237.1	—	—	-237.10	Monthly DCA 2016-10: 20% space/defense sleeve, equal-weight 1/2 into LMT.
2016-10-04	BUY	BA	1	132.25	—	—	-132.25	Monthly DCA 2016-10: 20% space/defense sleeve, equal-weight 1/2 into BA.
2016-10-04	BUY	MSFT	8	57.24	—	—	-457.92	Monthly DCA 2016-10: 80% tech sleeve, equal-weight 1/4 into MSFT; deploy beats idle cash for long build.
2016-10-04	BUY	GOOGL	12	40.14	—	—	-481.67	Monthly DCA 2016-10: 80% tech sleeve, equal-weight 1/4 into GOOGL; deploy beats idle cash for long build.
2016-10-04	BUY	AMZN	11	41.7	—	—	-458.72	Monthly DCA 2016-10: 80% tech sleeve, equal-weight 1/4 into AMZN; deploy beats idle cash for long build.
2016-10-04	BUY	AAPL	17	28.25	—	—	-480.25	Monthly DCA 2016-10: 80% tech sleeve, equal-weight 1/4 into AAPL; deploy beats idle cash for long build.
2016-10-04	DEPOSIT	—	—	—	—	—	+2500.00	—
2016-10-03	INTEREST	—	—	—	—	—	+0.21	—
2016-09-02	BUY	LMT	1	243.32	—	—	-243.32	Monthly DCA 2016-09: 20% space/defense sleeve, equal-weight 1/2 into LMT.
2016-09-02	BUY	BA	1	131.16	—	—	-131.16	Monthly DCA 2016-09: 20% space/defense sleeve, equal-weight 1/2 into BA.
2016-09-02	BUY	MSFT	8	57.67	—	—	-461.36	Monthly DCA 2016-09: 80% tech sleeve, equal-weight 1/4 into MSFT; deploy beats idle cash for long build.
2016-09-02	BUY	GOOGL	12	39.84	—	—	-478.12	Monthly DCA 2016-09: 80% tech sleeve, equal-weight 1/4 into GOOGL; deploy beats idle cash for long build.
2016-09-02	BUY	AMZN	12	38.62	—	—	-463.46	Monthly DCA 2016-09: 80% tech sleeve, equal-weight 1/4 into AMZN; deploy beats idle cash for long build.
2016-09-02	BUY	AAPL	18	26.93	—	—	-484.79	Monthly DCA 2016-09: 80% tech sleeve, equal-weight 1/4 into AAPL; deploy beats idle cash for long build.
2016-09-02	DEPOSIT	—	—	—	—	—	+2500.00	—
2016-09-01	INTEREST	—	—	—	—	—	+0.18	—
2016-08-30	DIVIDEND	LMT	123	1.65	—	—	+202.95	—
2016-08-16	DIVIDEND	MSFT	756	0.36	—	—	+272.16	—
2016-08-10	DIVIDEND	BA	188	1.09	—	—	+204.92	—
2016-08-04	BUY	BA	1	131.21	—	—	-131.21	Monthly DCA 2016-08: 20% space/defense sleeve, equal-weight 1/2 into BA.
2016-08-04	BUY	MSFT	8	57.39	—	—	-459.12	Monthly DCA 2016-08: 80% tech sleeve, equal-weight 1/4 into MSFT; deploy beats idle cash for long build.
2016-08-04	BUY	GOOGL	12	39.86	—	—	-478.35	Monthly DCA 2016-08: 80% tech sleeve, equal-weight 1/4 into GOOGL; deploy beats idle cash for long build.
2016-08-04	BUY	AMZN	13	38.04	—	—	-494.50	Monthly DCA 2016-08: 80% tech sleeve, equal-weight 1/4 into AMZN; deploy beats idle cash for long build.
2016-08-04	BUY	AAPL	18	26.47	—	—	-476.42	Monthly DCA 2016-08: 80% tech sleeve, equal-weight 1/4 into AAPL; deploy beats idle cash for long build.
2016-08-04	DEPOSIT	—	—	—	—	—	+2500.00	—
2016-08-04	DIVIDEND	AAPL	1,560	0.14	—	—	+222.30	—
2016-08-01	INTEREST	—	—	—	—	—	+0.14	—
2016-07-06	BUY	BA	1	126.96	—	—	-126.96	Monthly DCA 2016-07: 20% space/defense sleeve, equal-weight 1/2 into BA.
2016-07-06	BUY	MSFT	9	51.38	—	—	-462.42	Monthly DCA 2016-07: 80% tech sleeve, equal-weight 1/4 into MSFT; deploy beats idle cash for long build.
2016-07-06	BUY	GOOGL	14	35.45	—	—	-496.28	Monthly DCA 2016-07: 80% tech sleeve, equal-weight 1/4 into GOOGL; deploy beats idle cash for long build.
2016-07-06	BUY	AMZN	13	36.88	—	—	-479.45	Monthly DCA 2016-07: 80% tech sleeve, equal-weight 1/4 into AMZN; deploy beats idle cash for long build.
2016-07-06	BUY	AAPL	20	23.88	—	—	-477.65	Monthly DCA 2016-07: 80% tech sleeve, equal-weight 1/4 into AAPL; deploy beats idle cash for long build.
2016-07-06	DEPOSIT	—	—	—	—	—	+2500.00	—
2016-07-01	INTEREST	—	—	—	—	—	+0.11	—
2016-06-06	BUY	LMT	1	239.4	—	—	-239.40	Monthly DCA 2016-06: 20% space/defense sleeve, equal-weight 1/2 into LMT.
2016-06-06	BUY	BA	1	131.9	—	—	-131.90	Monthly DCA 2016-06: 20% space/defense sleeve, equal-weight 1/2 into BA.
2016-06-06	BUY	MSFT	9	52.13	—	—	-469.17	Monthly DCA 2016-06: 80% tech sleeve, equal-weight 1/4 into MSFT; deploy beats idle cash for long build.
2016-06-06	BUY	GOOGL	13	36.5	—	—	-474.54	Monthly DCA 2016-06: 80% tech sleeve, equal-weight 1/4 into GOOGL; deploy beats idle cash for long build.
2016-06-06	BUY	AMZN	13	36.34	—	—	-472.37	Monthly DCA 2016-06: 80% tech sleeve, equal-weight 1/4 into AMZN; deploy beats idle cash for long build.
2016-06-06	BUY	AAPL	20	24.66	—	—	-493.15	Monthly DCA 2016-06: 80% tech sleeve, equal-weight 1/4 into AAPL; deploy beats idle cash for long build.
2016-06-06	DEPOSIT	—	—	—	—	—	+2500.00	—
2016-06-01	INTEREST	—	—	—	—	—	+0.09	—
2016-05-27	DIVIDEND	LMT	122	1.65	—	—	+201.30	—
2016-05-17	DIVIDEND	MSFT	730	0.36	—	—	+262.80	—
2016-05-11	DIVIDEND	BA	185	1.09	—	—	+201.65	—
2016-05-05	DIVIDEND	AAPL	1,520	0.14	—	—	+216.60	—
2016-05-03	BUY	LMT	1	234.7	—	—	-234.70	Monthly DCA 2016-05: 20% space/defense sleeve, equal-weight 1/2 into LMT.
2016-05-03	BUY	BA	1	132.49	—	—	-132.49	Monthly DCA 2016-05: 20% space/defense sleeve, equal-weight 1/2 into BA.
2016-05-03	BUY	MSFT	10	49.78	—	—	-497.80	Monthly DCA 2016-05: 80% tech sleeve, equal-weight 1/4 into MSFT; deploy beats idle cash for long build.
2016-05-03	BUY	GOOGL	14	35.42	—	—	-495.91	Monthly DCA 2016-05: 80% tech sleeve, equal-weight 1/4 into GOOGL; deploy beats idle cash for long build.
2016-05-03	BUY	AMZN	14	33.57	—	—	-469.92	Monthly DCA 2016-05: 80% tech sleeve, equal-weight 1/4 into AMZN; deploy beats idle cash for long build.
2016-05-03	BUY	AAPL	21	23.8	—	—	-499.70	Monthly DCA 2016-05: 80% tech sleeve, equal-weight 1/4 into AAPL; deploy beats idle cash for long build.
2016-05-03	DEPOSIT	—	—	—	—	—	+2500.00	—
2016-05-02	INTEREST	—	—	—	—	—	+0.06	—
2016-04-05	BUY	LMT	1	225.62	—	—	-225.62	Monthly DCA 2016-04: 20% space/defense sleeve, equal-weight 1/2 into LMT.
2016-04-05	BUY	BA	1	127.03	—	—	-127.03	Monthly DCA 2016-04: 20% space/defense sleeve, equal-weight 1/2 into BA.
2016-04-05	BUY	MSFT	9	54.56	—	—	-491.04	Monthly DCA 2016-04: 80% tech sleeve, equal-weight 1/4 into MSFT; deploy beats idle cash for long build.
2016-04-05	BUY	GOOGL	13	37.93	—	—	-493.07	Monthly DCA 2016-04: 80% tech sleeve, equal-weight 1/4 into GOOGL; deploy beats idle cash for long build.
2016-04-05	BUY	AMZN	17	29.31	—	—	-498.22	Monthly DCA 2016-04: 80% tech sleeve, equal-weight 1/4 into AMZN; deploy beats idle cash for long build.
2016-04-05	BUY	AAPL	18	27.45	—	—	-494.14	Monthly DCA 2016-04: 80% tech sleeve, equal-weight 1/4 into AAPL; deploy beats idle cash for long build.
2016-04-05	DEPOSIT	—	—	—	—	—	+2500.00	—
2016-04-01	INTEREST	—	—	—	—	—	+0.06	—
2016-03-04	BUY	LMT	1	218.72	—	—	-218.72	Monthly DCA 2016-03: 20% space/defense sleeve, equal-weight 1/2 into LMT.
2016-03-04	BUY	BA	2	121.07	—	—	-242.14	Monthly DCA 2016-03: 20% space/defense sleeve, equal-weight 1/2 into BA.
2016-03-04	BUY	MSFT	9	52.03	—	—	-468.27	Monthly DCA 2016-03: 80% tech sleeve, equal-weight 1/4 into MSFT; deploy beats idle cash for long build.
2016-03-04	BUY	GOOGL	13	36.51	—	—	-474.64	Monthly DCA 2016-03: 80% tech sleeve, equal-weight 1/4 into GOOGL; deploy beats idle cash for long build.
2016-03-04	BUY	AMZN	17	28.76	—	—	-488.87	Monthly DCA 2016-03: 80% tech sleeve, equal-weight 1/4 into AMZN; deploy beats idle cash for long build.
2016-03-04	BUY	AAPL	19	25.75	—	—	-489.30	Monthly DCA 2016-03: 80% tech sleeve, equal-weight 1/4 into AAPL; deploy beats idle cash for long build.
2016-03-04	DEPOSIT	—	—	—	—	—	+2500.00	—
2016-03-01	INTEREST	—	—	—	—	—	+0.03	—
2016-02-26	DIVIDEND	LMT	119	1.65	—	—	+196.35	—
2016-02-16	DIVIDEND	MSFT	702	0.36	—	—	+252.72	—
2016-02-10	DIVIDEND	BA	181	1.09	—	—	+197.29	—
2016-02-04	BUY	LMT	1	210.21	—	—	-210.21	Monthly DCA 2016-02: 20% space/defense sleeve, equal-weight 1/2 into LMT.
2016-02-04	BUY	BA	2	123.61	—	—	-247.22	Monthly DCA 2016-02: 20% space/defense sleeve, equal-weight 1/2 into BA.
2016-02-04	BUY	MSFT	9	52	—	—	-468.00	Monthly DCA 2016-02: 80% tech sleeve, equal-weight 1/4 into MSFT; deploy beats idle cash for long build.
2016-02-04	BUY	GOOGL	13	36.5	—	—	-474.52	Monthly DCA 2016-02: 80% tech sleeve, equal-weight 1/4 into GOOGL; deploy beats idle cash for long build.
2016-02-04	BUY	AMZN	18	26.81	—	—	-482.63	Monthly DCA 2016-02: 80% tech sleeve, equal-weight 1/4 into AMZN; deploy beats idle cash for long build.
2016-02-04	BUY	AAPL	20	24.15	—	—	-483.00	Monthly DCA 2016-02: 80% tech sleeve, equal-weight 1/4 into AAPL; deploy beats idle cash for long build.
2016-02-04	DEPOSIT	—	—	—	—	—	+2500.00	—
2016-02-04	DIVIDEND	AAPL	1,442	0.13	—	—	+187.46	—
2016-02-01	INTEREST	—	—	—	—	—	+0.01	—
2016-01-04	BUY	LMT	118	213.21	—	—	-25158.78	Initial space/defense sleeve, equal-weight 1/2; deploying day-1 cash into defensive sleeve.
2016-01-04	BUY	BA	179	140.5	—	—	-25149.50	Initial space/defense sleeve, equal-weight 1/2 (BA/LMT); 20% sector tilt per strategy.
2016-01-04	BUY	MSFT	693	54.8	—	—	-37976.40	Initial tech sleeve, equal-weight 1/4 top-4 tech by 2016 market cap; core holding for 80% tech tilt.
2016-01-04	BUY	GOOGL	1,000	37.97	—	—	-37972.00	Initial tech sleeve, equal-weight 1/4; GOOGL is largest-cap tech (\$463B) as of 2016-01-04, replacing hindsight pick NVDA.
2016-01-04	BUY	AMZN	1,193	31.85	—	—	-37996.45	Initial tech sleeve, equal-weight 1/4 top-4 tech by 2016 market cap; long-horizon growth core.
2016-01-04	BUY	AAPL	1,442	26.34	—	—	-37978.67	Initial tech sleeve, equal-weight 1/4 (AAPL/AMZN/GOOGL/MSFT) = top-4 tech by market cap as of 2016-01-04; deploying day-1 cash for a 10yr build.
2016-01-04	DEPOSIT	—	—	—	—	—	+2500.00	—
2016-01-04	DEPOSIT	—	—	—	—	—	+200000.00	—

storage/stock-reports/3/values.log

Snapshots

2,625

First value

202,333.08

Latest value

3,440,566.17

Net change

3,238,233.09

Total Value 3,440,566.17

+3,238,233.09 (+1,600.45%) 2016-01-05 -> 2026-06-12