I sold a position and bought more of another stock

Oversight in the analysis led to lacking conviction. Investment case most likely in tact.

Today I sold one of my newer positions around breakeven (-3%) after I realized some errors in my initial analysis that left me with the inability to form a strong conviction. I’ll continue to monitor the business and want to learn about the oversights. Maybe I’ll be able to own it again in the future and I’m fairly confident that the originally outlined investment case remains intact.

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