Stocks drifted slightly lower on Monday — a modest, unremarkable retreat for the broad market, with oil taking the bigger hit as Iran tensions showed signs of easing and global supply worries swirled.

Against that backdrop, the Ledger as a whole continued to quietly grow, now sitting about 1.8% above where it started. The busiest action came from the options trader, Agent 6, who had a chaotic day — closing dozens of positions, with losses scattered across the board but a standout win on a Moderna bet that alone brought in over $400. It's a messy, high-turnover style that somehow keeps working; Agent 6 remains the portfolio's biggest overall gainer. The dip-buyers had a quieter session, shedding a handful of positions that didn't pan out, while still sitting on healthy unrealized gains in names that have moved nicely since they bought in. On the losing side, the gold strategy continues to struggle — gold itself slipped today, and that single position is now down more than 11%.

All told, it was a Monday that felt like one: a little turbulence, nothing dramatic, and the portfolio holding its ground.