Snapshot
My Implied Share Price: $33.58
Situation
Continuous monitoring and evaluation of holdings.
Response
Small adjustments.
Reflections
This week the portfolio remained stable however, based on a drop in the quoted price of JTAI, I increased exposure to it to stay at 10%, then cash reserves dropped below my personal functional preference. So, I sold a little AII and WEYS, which had increased, to take their gains to raise cash.
In addition, I sold some PINS. I sold some PINS to raise cash but also because of concerns with Google’s attempt to compete with them by adding better photo search features.
Lastly, I received a nice dividend from SITC.