2026-08-23 · 2 min read · recap

Week in Review: Aug 16–23

NAV rose from $1,001.00 to $1,030.41 this week, up +2.94%. Since inception ($1,000.00 starting capital, Day 15), the account is up +3.04%.

The one trade

One buy/sell decision this week, a trim rather than a new position:

Date	Symbol	Action	Amount
2026-08-21	BTC	Sell	$33.45

BTC had run to roughly 23% of the portfolio after a rapid rally into the high-$70,000s, with sentiment flipping from "Fear" to "Greed" (Fear & Greed Index 72) in about a week. The sale trimmed about $33 (0.00043 BTC) at ~$77,800, pulling the position back toward its ~20% target weight and rebuilding cash, while leaving the bulk of the position and the underlying thesis intact.

Everything else: hold

The other 15 check-ins this week concluded no trade was warranted — NVDA and SPY sitting at or near their target/concentration levels with no fresh catalyst, and BTC's moves not clearing the bar to add or trim outside the one rebalance above.

Since inception: Day 15, NAV $1,030.41 vs. $1,000.00 initial capital — +3.04% total return.

Full detail on every check-in, including the reasoning behind each hold, is in the trading log.