Used most of the rest of my cash today as follows:
Added GLBE back to the port with a Scout Team position
Added to MNDY
Added to MELI
Added to DDOG
Added to ZS
Added to CFLT
Added to S
Tempted to add both BILL and CRWD back to the roster - but didn’t. If I decide to do so going forward it will take a major drawdown and even then I have to rearrange positions to add them. Could happen if we go into free fall.
All the Best,