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Portfolio changes - update 6
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!

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