When, you know, when a name like Moderna goes up a hundred percent or we previously had owned CBS Viacom in, in discovery in the first quarter, made over a hundred percent on both those stocks in less than 90 days. And they've now screened back in because their stock prices have come down. But you know, the interesting thing is when people see sort of outlandish performance, which I would argue, you know, 43% in a year when the markets up 26% is pretty outlandish, that's, that's a pretty good number and they worry, did they miss it? Well, the portfolio we owned today is almost entirely different than the portfolio we owned at the beginning of 2021. You know, we've reduced our consumer discretionary exposure, which if I had to argue, like, does that make sense? I think, you know, inflation's a killer for the consumer. Um, there's no more free COVID money and their, their budgets are getting stretched. And so the amount of discretionary income they have is being squeezed by rising prices. And eventually we'll get squeezed by rising mortgage rates. Right. And so it makes sense probably to cut back, but if you're gonna own the consumer, they still have to eat. They still have to clean themselves. And so staples is really where you should be overweight and that's the recent move we've made. So.
