After the stop loss of $ENPH (-4.37%) has pulled (thanks to the great rise last month even in the plus :-) and the allocation of $CEC (-1.14%) is no longer to my liking, I used the freed-up cash to add a Mag7 to the portfolio for the first time and invested the rest of the proceeds in the $IS3R (-1.79%) put the rest of the proceeds into the I'm pleased that my portfolio looks a bit tidier again, and further adjustments are already planned.
