added Thyrocare and exited from All e tech and wockhard.
Thyrocare- margin expection B2C business want to add krsnaa but due to its B2G dependence added thryocare.
All e tech is performing well but due to its current runup value went up and some how i want stay away from SME space for now.going to track it in future.
Wockhard exited due to the probablity of success in molecule is not very high
and i dont want to take that risk when i have better options.
cut some holding from supriya , neuland and added jubilant pharmova, lauras .On pharma i am trying to improve my understanding taking basket approach in it.
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