I sold out of AXP due to the technical set up. It could not hold the 76 SMA support, so I wanted to position that cash to enter ATI or more MF.
(ATI and MF are approaching very interesting levels. And since I play both with their common shares, I needed to free up cash to maintain a proper risk profile to the portfolio. AXP is the most likely to fail technically, so I sold out of that one.)