There is some movement in my portfolio.
As I am starting to save the $IUIT (+0.3%) I have decided to liquidate my position in $PANW (+0.05%) and not to increase it any further.
By @Tenbagger2024 I have once again overcome myself $CSU (+0.24%) to analyze it again, as I was looking for another compounder. The proceeds from PANW were invested directly in CSU. I don't yet know exactly how much I want to weight CSU in the portfolio. Further purchases are definitely planned.
$CSU (+0.24%) CSU is really extremely interesting and in my opinion is one of the few companies that can grow indefinitely.