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Raised cash in both IRA's. Different approaches to reach same goal. DW hit ATH which was the catalyst. Her top position is OKE and it is a dividend stock (6.8%) and we left that alone. We didn't touch any of her top stock positions. Axed the bottom 9 and ARKG ETF. Dogs and cats from both ARK and Rule Breakers plus the pot stock. 29.4% cash now. S&P500 at all time high, right? DW up 26% in last 44 days. Just a little cushion.

In my portfolio, I trimmed 4 of my top 5 positions. Those had been 17%, 16%, 12% and 8%. Number 4 is OKE at about 10% so I trimmed ROKU, CRWD and SE down to about 10% and sliced a little DDOG. I had added to those top 3 on dips over the last two months so there was some excuse for taking trading profits. Still at 45% + in the top 5. 30% cash now, plus I had covered calls that expired yesterday and there is a 1% position there to harvest with (a rare) gain on the underlying.

To me, the market seemed tired. Maybe it was DW's trying to claw her way up onto that ATH ledge and stay there through the end of a session.

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