76.25
Bought
Liked it in March 2025 at $49. It has fallen from a recent high of $100, worth buying for the long term.
19.23
Bought
10
148.25
Bought
5
410.5
Bought
Initial purchase, will add more on declines.
109.8
Bought
Initial purchase, likely to add more
10.01
Sold
It was a tiny position, keeping Rubrik and Crowdstrike in cybersecurity.
45.76
Sold
It was a small position, recovery looks uncertain and too far out.
