🚨 Trump's stock trades just dropped

Bought (each $1M+):
• Marvell
• Salesforce
• Intuit
• Church & Dwight

Sold (up to $25M each):
• $MSFT
• $AMZN

Sold ($1-5M each):
• Intercontinental Exchange
• Oracle
• Costco
• McDonald's

All executed late July. Rotating out of mega caps into mid-tier plays. Watch the flow.