Sorbet weekly · 2026-08-30
Total value: $6,689.81 · cost basis $4,355.00 · P&L +53.6% ($2,334.81)
Operating cost MTD: $15.82 / $10.00 (158% of cap).
Movers
| Ticker | Bucket | P&L % | Health |
|---|---|---|---|
| SNOW | data-sor | +127.4% | 41 · trim |
| OKTA | identity | +115.2% | 64 · trim |
| TEAM | dev-work | +104.4% | 46 · trim |
Laggards
| Ticker | Bucket | P&L % | Health |
|---|---|---|---|
| ORCL | erp | -16.3% | 75 · add |
| INTU | smb-finance | -12.0% | 62 · hold |
| PEGA | itsm | -1.7% | 60 · hold |
Bucket drift (top 5)
| Bucket | Current | Target | Drift |
|---|---|---|---|
| data-sor | $940.38 | $470.00 | +100.1% |
| identity | $956.04 | $480.00 | +99.2% |
| dev-work | $706.39 | $375.00 | +88.4% |
| hris | $433.68 | $265.00 | +63.7% |
| source-control | $817.72 | $535.00 | +52.8% |
Decisions proposed this cycle
TRIM (4)
- MSFT. 1 negative pillar (P1) — MSFT trim < 1 share at $513.53
- HUBS. 1 negative pillar (P1) — HUBS trim < 1 share at $260.68
- FRSH — 3sh · $41.58. 1 negative pillar (P1) + extreme overweight (drift 54%) → elevated urgency trim. trim FRSH: $51.63 (cap 50% position); 3sh @ $13.86
- PLTR. 1 negative pillar (P5) — PLTR trim < 1 share at $186.29
HOLD (9)
- GTLB. positive signal but conditions not met (coverage solid, trend neutral, drift extreme) — hold.
- FROG. positive signal but thin coverage (only P4) — hold for confirmation.
- NOW. positive signal but conditions not met (coverage strong, trend neutral, drift extreme) — hold.
- SAP. positive signal but conditions not met (coverage solid, trend neutral, drift high) — hold.
- ORCL. positive signal but conditions not met (coverage solid, trend neutral, drift on_target) — hold.
- INTU. positive signal but thin coverage (only P1) — hold for confirmation.
- OKTA. positive signal but conditions not met (coverage solid, trend neutral, drift extreme) — hold.
- SAIL. positive signal but thin coverage (only P3) — hold for confirmation.
- VEEV. positive signal but conditions not met (coverage solid, trend neutral, drift extreme) — hold.
Decisions land in the admin queue. Approved actions update positions and post to the public ledger at /decisions.