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61.75
Bought
25
Bought an initial 25% of Cognex (CGNX) will continue to accumlate.
32.75
Bought
25
Bought an initial 25% and will continue to accumulate
111
Sold
10
Profit taking. This had crept up to 3.5% of the portfolio.
204
Sold
20
This was the 20% bought on 09/04 for $166 - Core holding remains. Also Squared up Credo put - I had a hedge for Credo’s price falling.