SOLD Full Stake in NVDA for 23% Gain

On Friday, March 13, the portfolio's stake in Nvidia Corp. was sold off for a gain of 23%. The major factors influencing this decision were the increasing competition within the GPU market, leading to a continuation of the steep price cuts and inventory build up experienced when Nvidia was purchased for the portfolio. Combined with the market rally, this was a good opportunity to take some gains and potentially buy back at a later date under more favorable conditions.