CURRENT PORTFOLIO LOOKS LIKE THINGS HAVE SLOWED DOWN GOING TO CHILL HERE THANKS TG AHPI CCI CERS CPB CTMX CUB DNLI DRI FLT JKHY MLCO MOMO NGG ONCS ONCT RAD RNG RYAAY SIEN SJR SLQT SMH SRE STAA TPIC TSM USCR VRAY WM WRB WY