More of the Same...
You have to stick to what's working. With that in mind, I haven't really done any drastic changes to the portfolio. Simply more of the same. I added more to positions that seem to be doing well, such as VSEC,, VSR, PHC, ASVI, VSCN, RRST
Profit Taking: ESEA (I couldn't resist), TWI ( a bit)
New positions: None as of now...
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