HOLD ANET
0 shares at $179.00 on 2026-04-24
Reasoning
Position held at 1 share (~$178.88, 2.2% of portfolio). Recent sell on 2026-04-07 had significant negative outcome (-20.6% 7d loss), indicating the exit thesis was well-timed. Current position is small residual holding. No playbook and no corroborating signal to trigger further action. Rule #31 sell-corroboration gate prevents exit without signal. Hold until clear signal emerges.