| TTOAST INC CL ATOST |
| 36.33% | 0.11% | $37.6M | 1.4M | $734,327 | 27,700 | +1.3M+4,773.65% | Add |
 TAKE-TWO INTERACTIVE SOFTWARTTWO |
| 29.02% | 2.84% | $30.0M | 120,000 | $18.8M | 95,000 | +25,000+26.32% | Add |
 THE TRADE DESK INCTTD |
| 15.74% | 1.55% | $16.3M | 900,000 | $10.2M | 450,000 | +450,000+100.00% | Add |
| GGLOBAL X URANIUM ETFURA |
| 2.96% | 0.51% | $3.1M | 70,000 | $3.4M | 70,000 | 00.00% | Unchanged |
 VANECK ETF TRUSTGDXJ |
| 2.85% | 0.73% | $2.9M | 30,000 | $4.8M | 40,000 | -10,000-25.00% | Reduce |
| VVanEck Russia ETFBBH |
| 2.56% | 0.4% | $2.6M | 29,899 | $2.6M | 29,899 | 00.00% | Unchanged |
| VVANECK ETF TRUSTGDX |
| 2.19% | 0.83% | $2.3M | 30,000 | $5.5M | 60,000 | -30,000-50.00% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 1.83% | 0.27% | $1.9M | 30,000 | $1.8M | 30,000 | 00.00% | Unchanged |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.65% | — | $1.7M | 10,000 | $0 | 0 | +10,000 | New Buy |
| SSPROTT FDS TRURNM |
| 1.53% | 0.14% | $1.6M | 30,000 | $947,250 | 15,000 | +15,000+100.00% | Add |
 ALCOA CORPAA |
| 1.26% | 0.25% | $1.3M | 25,000 | $1.7M | 25,000 | 00.00% | Unchanged |
 CONSTELLATION ENERGY CORPCEG |
| 1.2% | 0.58% | $1.2M | 5,000 | $3.9M | 13,800 | -8,800-63.77% | Reduce |
 VISTRA CORPVST |
| 0.77% | 1.2% | $793,150 | 5,000 | $7.9M | 52,800 | -47,800-90.53% | Reduce |
| BBALLARD PWR SYS INC NEW COMBLDP |
| 0.11% | 0.01% | $116,700 | 30,000 | $72,600 | 30,000 | 00.00% | Unchanged |
