A few sales to increase liquidity

I sold my remaining position in Morrison, the UK supermarket group, as this has stayed around book cost for a long time now. Probably got my thesis wrong on this one, so when in doubt, get out.

Trimming stocks that had a good run – my 10% sales were Atomera (30.80) and Roku (424.78). 15% sale of Magnite (38.23)

Watching and waiting

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