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Since July 2020, I've churned (selling old to buy new) 6% of my portfolio based on current dollars

This included:
- Selling out of $SKYY $WORK
- Trimming $TSLA

To allocate to new positions (with additional paid in capital) to:
- $TWLO $ESPO $AONE $LMND $CRWD $PTON and $TTD
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View on Twitter · Tweet posted Feb. 22, 2021, 6:45 p.m. UTC