The following small positions were reversed:
$VOW (-2,84 %) (3)
$DEZ (-3,08 %) (25)
Newly included:
$FTNT (+0,04 %) (10)
Increased:
I wanted to tidy up my portfolio a bit, as these small positions were just bobbing around and I hadn't really thought through both investments.
I also wanted to take up a cybersecurity position.