No. Just a reallocation. $PLTR (-0.35%) I have halved the share of Schneider Electric (still 26% - it used to be more than 30) and added Schneider Electric $SU (-0.04%) as a tech infrastructure play. The rest is still in the ETF, $ALV (-0.83%) and $8001 (+0.43%) distributed.
Further effects: US share reduced from just under 60% to 47%. ETF share increased from just over 38% to just over 40%. ROI since 02/2023 is 51%.
