hi peter, big fan of your work. i read a lot (30+ substack subscriptions) and i consider you one of the best. anyway, didn't you just sell 50% of MDB? confused by this purchase. doesn't look like there's a corresponding sale, so did you just come into some extra liquidity?
@asz Thanks for the feedback. Yes - I was doing some rebalancing between portfolios and wanted to keep my allocations the same. Also, a little bit of tax harvesting. The relative allocation to MDB is set now.