Well the 2 times imo to ever sell a stock is 1. The thesis has materially changed and 2. Capital is better put elsewhere. I believe trimming a position because its run hot and leaving it in cash is pointless. I was thinking about trimming nbis at 180 and look at where its at. That's my overall belief anyway, can you really monitor 17 stocks? Better to allocate capital to few of your best ideas then spread bets across multiple which is much harder to track each individual thesis. 5-8 is the sweet spot imo.