5/2 - 5/4
- Exit GLNG in taxable ac (tiny gain)
- AY nibble below $30
- GOGL bounce: Realized Roth ac gains
- VZ nibble in Roth ac
- GOGL continues rising: Realized tax ac gains
- Exited FAX
- Another VZ nibble in taxable ac
5/4
After hours, VATE released Q1 results: Revenue increase from the construction segment; Meh on the other two (building out TV stations with no significant rev improvements)
Port recovering from its negative trend: Was -(8.5-9)%, now around -3% and cash stake builds up