I like what you've done, so don't take this the wrong way. I'm playing devils advocate here because I think it helps strengthen our understanding.
One thing I've noticed is that 1) your stock picks are almost exclusively in the tech sector and 2) your initial pick was in April in 2019 so there isn't a lot of data to drawn conclusions from.
As an example, simply buying XLK (technology ETF) on the same start date gives an absolute return of roughly 43% and gives potentially less systemic risk (I haven't calculated the exact risk numbers for your portfolio, but it's probably a safe bet given it's diversification).
Instead of measuring strictly on % return, I would suggest measuring performance in a way that factors in volatility as well.
I started writing investment thoughts last year, and the more I write, the more I realize it is a superpower.
It creates clarity of thought, accountability, and enforces longterm thinking.
AND, if you do it publicly, it can lead to unexpected conversations & opportunities.
Link below in case anyone's interested - always appreciate any feedback :) https://playingfordoubles.substack.com/