Hi Adam, Re: CGNX Sale...........
I, too, had a sale of 5% of my shares on the 3rd of Feb. I usually would sell 10% at a time but am controlling the buildup of cash. Currently cash is 42% of total value of this AIM engine.
I re-started my CGNX investment in November of 2015 at $37.15/share. At that time the starting cash was 43% of total value. It's stayed quite close to that value ever since. I've only had one AIM buy, added 12% to share count at $30.27, back in January of 2016. There have been 6 sells along the way. Including cash, this holding is up 51% since the start.