Ann: Annual General Meeting 2023 Addresses and Presentation, page-16

Exited 60% of the position today.
Not because of any 'dire reason'.
When dollar averaging, for me anyway, my opinion is not to be a pig and buy all the way down and then hold the entire position as it goes upwards.

CMW is one of the more risky REITS.

With the volatility, I have been able to dollar average effectively, but now time to take some capital off the table, otherwise I over extend myself.

Position is profitable, but take some capital off the table and live to fight another day.

This is more a risk control reason for me. Again, not because of any sudden 'dire' change of heart. Its just capital management.

I also use margin loans, and with margin loans, its a death sentence, to over extend on leverage.

Just a disclosure.