After the stop loss of $ENPH (-0.56%) has pulled (thanks to the great rise last month even in the plus :-) and the allocation of $CEC (-0.22%) 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 (+0.52%) 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.
