Recent moves in my portfolio.
I continued to trim positions that were too small to move my portfolio forward.
The past 2 months, I sold out of:
- Synopsys $SNPS (-2) ~$863 (±17%)
- Cadence $CDNS (-3) ~$1059 (±21%)
- Fiserv $FISV (-30) ~$1300 (-11%)
Bought:
- Intuit $INTU (+3)