Sold ~5% of my stakes in $FROG and $DUOL (will link the trades when they're entered here at some point today).

Had been adding to both all the way down, and we've now gotten ~50% pops from both. I continue to be excited to own both companies as neither have done anything but execute since going public amid a wildly hectic and dynamic backdrop. I continue to think 2022 will be about staying nimble which I accomplish with cash.

Happy to add back the small pieces into more market turbulence. Also happy to do nothing.

Have a great weekend friends!