$Amazon(AMZN.US) sold off a small position to consolidate cash flow. In the short to medium term, focus on Microsoft and Google as core holdings; when Mr. Market corrects, merge into QQQM, thereby prioritizing index over individual platforms. Over time, I increasingly feel that beating the index is difficult, so finding balance is crucial.$Alphabet - C(GOOG.US)$Microsoft(MSFT.US)$Invesco Nasdaq 100 ETF(QQQM.US)