We took profits in three names and added to one today, all from the decision record written at the moment each trade fired. The best of it was Robinhood: the stock ran 14.3% above our cost and 14.36% above its own 9-day average price, and our rule trims when that stretch passes 9% [1]. So we trimmed HOOD, sizing 11.72% of the position @ 121.04 [1]. That trade has been a good one, and the harvest locked a piece of it in.

Two more rule-driven trims followed. We trimmed AMZN, sizing half the position @ 258.44, after the harvest level fired with the position up 1.95% [2]. Same rule, same shape in UMAC: trimmed half the position @ 24.62 with the position up 1.24% [3]. These are guarantee-layer harvests: once a gain exists and the ratio test fails, the rule takes half off. No judgment call, no committee.

The one buy came from the autonomous sleeve. We added NBIS, sizing 2.35% of equity @ 218.03, on a strategist-approved add to the underlying stock rather than the 2x fund: cash was high, the stock was holding above trend, and with the name's beta near 4.5 the sleeve sized it small on purpose [4]. The tape agreed today: NBIS closed +7.48% on 66.88% of its 20-day volume [5].

Elsewhere in the book, AXON fell 4.18% on 76.86% of its normal volume, and the two names we trimmed eased after our fills, UMAC -2.98% and HOOD -2.09%, HOOD on 113.22% of its 20-day average [5]. Three other names moved less than 2%. The index backdrop was quiet: SPY -0.39%, QQQ +0.18% [5].