Q2 In Review

In Q2 - I continued to build my core positions. I've been primarily focused on continuing to build my positions in $Spotify Technology(SPOT.US)$ $Meta Platforms(META.US)$ $Amazon(AMZN.US)$ and $Roku Inc(ROKU.US)$ .
I love the idea of $SHOP and $SQ, but valuation and capital allocation concerns have me worried about continuing to add to these positions. I find it hard to focus on so many different positions, so I've continued to focus deploying new capital into a more consolidated portfolio.
I've continued to research other stocks - primarily $DoorDash(DASH.US)$ $The ODP(ODP.US)$ and $Sirius XM(SIRI.US)$ but have yet to pull the trigger on any