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2024/6 satellite frame MoM + 3.06%

At the end of June, semiconductors declined and we were in a hurry, but June ended positively, partly due to the depreciation of the yen. However, since I withdrew it as a living fund, it is negative as a total asset. The PF situation is like this.
Last weekend
Last weekend
This Weekend
This Weekend
My cash has dwindled quite a bit. I was wondering if semiconductor-related stocks would cost a trail sale order, but they turned it back a little bit and it was fine. If semiconductor stocks declined in June due in part to profit movements, then we can expect July. You may withdraw a little with living expenses, so I will not make an additional investment.
As for the order, all of the 100% equity is sold on a trail and is as follows.
GOOG・MSFT 10%
NVDA, CDNS, TSM, MU 20%
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    2018年から投資を始めて投資の記録をつけています。 https://note.com/puri2_purinn/m/
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