Portfolio Update

Changes from 21Jul2022

Prelude

I’m going to keep my portfolio changes logged here with the details available to paying subscribers the same day. I’ll include writing the reasons for buying or selling. This is an effort to document my rationale and hold myself accountable to my decisions in an effort to learn and to add some layer of transparency to those who are interested in following along in real-time.

For the most recent full review of what’s in the portfolio, check out my Q2 review.