Brook Reef

Buying KRBN @ $45.21 2% position It's no secret that I'm a believer in a carbon-free future full of electrified everything. One of the ways to achieve that future is to put a price on carbon emissions - which is what this fund attempts to achieve. As carbon limits are lowered, the value of these carbon credits will increase. This is a long-term investment that could have some big trading opportunities this winter if Europe experiences a cold winter - and next summer if Europe has another hot summer.

Selling 1/2 of EVGO position @ $17.24 Realized gain of $6.04 (53.93%) EVGO has been down from where I bought and is rallying now. So I'll take it as a way to lock in a decent gain on part of the position and keep the 2nd half for the long-term. I'll re-add this portion on weakness, but don't plan to actively manage the remaining 1% position.