Sold 10% of the position at $93.75 this AM. That puts my first repurchase at around $77/share. I'll add a similar number of shares at that price.
Right now the cash level is a comfortable percentage so I probably won't be selling any more shares unless there's a substantial rise in price/share. If it rises enough to dilute the cash percentage then I'll have an excuse to sell again.
Best regards,
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