Copiers : 6 Followers : 42 Since Sep22 : +46,5% while NSDQ : +50,5% SP500 : +33% Dear Etorians, 03/22/24 Frank Hurst Lin, 10% Owner, Director, sold 133,097 shares of GigaCloud Technology ($GCT) on March 19, 2024 for $4,043,793. Following the filing of Form 4 with the SEC, Lin controls a total of 5,764,302 shares of the company, including 5,764,302 controlled shares owned. When such a large shareholder starts selling it doesn't smell good. So I closed the position. In the future I will focus on companies with a capitalization greater than 5 billion to be less exposed to the volatility of a stock. A good part of the portfolio is in cash and will be reallocated from mid-April when the company's results are published.