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No. of Recommendations: 2
I sold them all for between 5-10% gains in each name today, led by UPST and TTD.
I also sold all the PTLO.

100% cash.

Now -14.5% YTD. Still sucks to be down, but I am getting comfortable with prices in names at certain levels. No idea if those levels hold in future trades or not, but content to sit on my hands and bide my time.

If the market rallies in my face, for high enough and long enough, then I simply shift to consider shorting. Right now, still feel a bit in no man's land, so if not at or near a recent 52 wk low, then I am probably not interested in jumping in. Yet.

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