I decided to sell
$DASH and
$ADSK. No specific reasons, I just find better opportunities elsewhere within the themes. Both are strong companies with lots to like, but I have to follow the process of adding to highest conviction, and I simply just see better R/R at these levels elsewhere.
As
$ADSK replacement, I added to my
$U position (cost average $57,08) - for those who care lol. By doing so,
$U is back to I believe my top 10 when it comes to weighting, even as I'm down roughly 33% on my position. I'm happy to have it higher as I believe I'm looking at lucrative R/R here and Unity has tons of optionality, too!
So that concludes my portfolio changes for the week, I wish everybody a great weekend!