I realized after Easter that there are still some EGGS left.

Increased from just under 10% to just under 24%.

from sales of:

$JNJ (+0.65%) (+45% in 10 months)

$DB1 (-0.85%) (+20% in 3 months)

Actually, I didn't want to buy any positions over 10% and to partially sell from 15%. That's the way it is with good intentions.