The Importance of Prudent Portfolio Management

We moved from a dramatic overweight to neutral and still maintain our position in Microsoft. That's prudent portfolio management, right? If your valuation discipline, which we are, it's why we bought meta at the beginning of the year. It's just like this is how it's just going to be. What are you going to go into? I only bought it recently. When did you buy it? I wasn't in it during the pandemic this spring. And I think the stock is okay. I'm just doing different things.