There is some movement in my portfolio.

As I am starting to save the $IUIT (-1.45%) I have decided to liquidate my position in $PANW (+2.26%) and not to increase it any further.

By @Tenbagger2024 I have once again overcome myself $CSU (-1.03%) to analyze it again, as I was looking for another compounder. The proceeds from PANW were invested directly in CSU. I don't yet know exactly how much I want to weight CSU in the portfolio. Further purchases are definitely planned.

$CSU (-1.03%) CSU is really extremely interesting and in my opinion is one of the few companies that can grow indefinitely.