Picked up Tomato System today
Today I bought Tomato System. The final approval for the US CMS insurance stake investment came out as a direct positive. I reacted right away and went in. Left the holdings untouched.
That approval news was material that could move the stock. Other holdings had no fresh news today so holding was the right call. No reason to sell or add more.
The portfolio got a bit more active with the new Tomato System position. The rest stays the same so overall balance holds. I'll watch market moves again tomorrow.