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![smartkarma Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::229050933.png) Smartkarma [@smartkarma](/creator/twitter/smartkarma) on x 7999 followers
Created: 2025-07-14 12:00:09 UTC

At the end of June, we sold positions in the tech sector after substantial gains. The portfolio's exposure to the consumption sector was also trimmed, both discretionary and staples.

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XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944728622356676879/c:line.svg)

**Related Topics**
[positions](/topic/positions)

[Post Link](https://x.com/smartkarma/status/1944728622356676879)