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Q1 Update: Addendum
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Q1 Update: Addendum

Some other adjustments to the Core Portfolio

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Citrini
Apr 04, 2024
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Q1 Update: Addendum
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Hey Everyone,

Quick update today to follow-up on changes from the Q1 Update and recently in the chat. We sold Celestica after riding it up +150% since our original long thesis

  1. Exited CLS, rebalanced so…

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