This snapshot just captures my largest positions in the port + the options I’m holding (I only grabbed $30k in KRKNF as a smaller bet). But I did TLH BULL a week or two ago, I’ve got a bunch of realized gains this year so took the opportunity to offset some with that -20% hit. They had a great earnings but got punished for it which was odd. I’d say my conviction is also just higher in my other stocks but I’d still look to rebuy in at a later date if they continue to execute

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