EVO has also been added. I believe this will turn into joy. Significant earnings growth potential still remains. We’re just getting started in the Americas! 
Justification: https://x.com/mnkedaniel/status/1887826989098193293?s=46
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40 more Evo shares, previously had a small position of 28 shares bought for just over 900 SEK, now 790 and change. I’m afraid the decline will continue to around 750.
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Zaptec @14.13 NOK, returned as owner after about a 3-year break.
Will this finally take off with the possibly nascent sales growth of electric cars?
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Lantronix addition USD3.25 
A bad earnings report came out. However, the stock dipped more than I anticipated, so I almost doubled my position. I believe IoT infrastructure will increase significantly in the coming years, and Lantronix is well-positioned in that regard. It’s possible the stock will drop further, but this company seems to be “flying under the radar” for now, and I’m afraid good buying opportunities will be rare in the future, so I decided to make a strategic, long-term investment now.
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Sold today:
Lindex fully sold
Take-Two Interactive fully sold
Also considering selling some Hims in addition to these
In addition to these, also a purchase, Novo Nordisk almost doubled in the portfolio
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Recently reduced my Marimekko position by 1/3.
Bought:
ASML, Qt and Outokumpu
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Today, I cleaned out a small Mandatum position from the tail end of my portfolio at a price of €4.867.
These Mandatum shares originated from Sampo and were bought sometime between 2010-2012, so they’ve been held for quite a while as part of Sampo. 
The amount of these in the portfolio was so small that I either had to sell or buy more. This time, I sold, as the stock is close to its ATH. 
The money will find a new home in ETF monthly savings at the beginning of next month.
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I returned to being an owner of Sampo after some kind of break, were these 40.62 pcs
Test batch 300 pcs. Justifications: nice dividends, maybe nice share buybacks and a nice split..
It’s funny how a stock “gets cheaper” in a split… maybe that’s why Morten bought it too.. 
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Lightened 1/7 of the HIMS position. The valuation level is already reaching quite expensive levels, and the weight in the portfolio has grown as the stock has doubled compared to the average price, so a small profit taking.
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A small top-up purchase of EVO. Whether the slide continues or not - it doesn’t matter, because in my opinion it will rise in the long run.
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1/5 of Hims’ shares had to be sold when there was a need for cash. Otherwise, I wouldn’t have dared to reduce (my holdings).
They went for almost a round $43.95. It has risen quite nicely from an average price of $16, so it’s nice to enjoy some of the profits.
P.S. Let’s hope and believe that there will be another opportunity to buy back cheaper. For example, if the Q4 results don’t satisfy the market.
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10% lightening of HIMS position.
Back to entry Block (#SQ), it seems to have dropped to support levels again, which I have fundamentally wanted to continue owning.
In addition, a bit more diversification to the portfolio, of course, let 90% profits run…
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300 Palantir shares lightened @116.01 (with +316% return). Only 200 shares left.
I’ve been contemplating this since the Q4 earnings rise. I just can’t justify this astronomical valuation level, and the R/R has already gone too far. I’ll keep a small weighting and monitor the situation. I believe these will take off at 12x or $105 at the latest if they drop there.
Even though I only jumped into this last August, I immediately took a position such that the weighting became large for my portfolio at the time (1000 shares), and I bought 500 more during the early September dip. I already lightened my position twice last year. A good lesson for myself too about sitting on my hands and its difficulty when going straight up.
Big tax bills will come from these. The Finland-weighted OST (Osakesäästötili) was at a loss, which I closed, and I’ll get just under 10k in tax deductions from it. A new one open as soon as possible. I don’t know what I’ll do with the weightings yet. Now it doesn’t bother me to sit on cash for a while.
Have a good weekend to the forum members. By hanging around here, one learns something new about investing every week.
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Sale of TLT options as a result of US unemployment figures and hourly wage growth in January beating expectations. I might buy the position back on Wednesday if the inflation data isn’t hot.
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I’ve slightly lightened my HIMS position, I’ll buy back on the next dip, I have confidence.
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I already missed F-Secure. Let’s bring it back
B: F-Secure 500 pcs (€1.76)
B: Inderes 40 pcs (€19.50)
E 1 and 2. Also a small sale. Lightening up Fortum, hoping to pick up more a bit cheaper before earnings. And additionally, Inderes is returned to the portfolio.
S: Fortum 75 pcs (€13.01 → €14.34)
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I sold 50% of BBVA, or by its full name, Banco Bilbao Vizcaya Argentaria. It is a Spanish bank operating in over 40 countries. Additionally, I sold approximately 75% of Kemira. Both were profitable sales.
The goal is to rebalance the portfolio a bit, nothing more.
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Money is burning a hole in my pocket, so I bought more Optomedia – I don’t see any reason not to add more. The unit price was 4.21, I’ll add more later, once my employer pays me for my work again.
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Today, a new addition to the portfolio. Evolution AB 34 pcs @ 797.80 SEK.
The company has had great growth from the beginning and its figures look healthy. In my opinion, the share price drop has already gone too far.
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Oma Säästöpankki was removed from the portfolio. This has caused the biggest losses in the last two years. There is no longer trust or interest in waiting to see what management will mess up next. Leaving it for the most patient.
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