So and a little tidying up again... But without additional purchases... I don't really know where it's worthwhile right now. I'll end up putting everything into an ETF :D The state coffers will be happy - but I'm happy to do something for the non-existent government ;)

Out are:

$VICI (-1.53%) and $O (-1.16%) half each

$CVX (+1.15%) - bought a week before the election

$TSLA (+1.51%) - bought a week before the election

$SFM (+0.11%) - Thank you @Simpson for the great share. I had seen it at some point in your SparplanDepot and saw how well it was doing, so I got in at some point.