The market opportunities at the beginning of this year were quite good. However, some opportunities were missed — for example, the Onds segment was not handled very well, resulting in limited returns. On the other hand, PL and CRML performed well, each accounting for 40% of the portfolio, becoming the main drivers of profit. Additionally, a portion of AMZN was included for diversification, accounting for 10%. Overall, it is still important to be more敏锐 in capturing market rhythm and to make selective allocations so that each investment is more efficient.