From last month to now, I'm keeping with my trend of adding to my winners. $ABNB is still going strong and thanks to dollar cost averaging, rather than timing anything, I picked up a little more during last weeks dip.

With that being the case $SQ and $PINS are moving down my list. I'm looking to make $WSM a bigger holding, as the holiday season should be a great time for them. December will be interesting to see how everything goes, since a lot of selling will happen because of taxes, plus other COVID moves, and rebalancing of portfolios.