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