I'm reassessing how much to continue to hold over the short term. Not because of lost faith in the company but lost faith in the timeline for a move to take some of my costs off the table. I had hoped for a decent move prior to the summer doldrums this year and reduce some of my overweight holdings here, the feds did not help in that regard either. Now that we're in for the long slog of summer, need to determine what to do if we get any decent pop on good news in terms of selling some and shifting elsewhere for a time. Until more news not much to talk about.
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