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I made two trades:
- I took 1/4 off in the outperforming $RDWR.
- I bought back into a full position of an old friend, $ARUN.
All trades are timestamped inside The PPT.
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TOTAL PORTFOLIO:
EQUITIES: 62%
- LONG: 56% ($ARUN $APKT $KOG $LVS $MELI $HMIN $RDWR $CMI)
- SHORT: 6% ($ANV)
CASH: 38%
