Sold $AYX.

Doubled my position in $WORK.

4% allocation in $WORK now.

It is my 7th largest holding out of 18 total positions.

There's more risk & uncertainty now than when I bought it.

$AYX write-ups:

https://www.unhedged.com/exchange/5faee767d5d1080010fa8304/

I use Slack every day for hours at a time and in many different contexts.

I have not used Alteryx even though I'm a Data Analyst.

$WORK Bull Thesis:

https://open.spotify.com/episode/1kn4zN2Eat0UtVf3yJyX9X?si=qJNpkOlNSii3A1ALIKmXFw

This is one of the riskier positions that I've taken.

I like the financials, the story and the positioning for $WORK from where we are today.

But the future is unknowable.

$MSFT is a force to reckoned with and there are other competitors in the space like Discord that can disrupt from the low end.