Often portfolio re-balance allocation is to achieve mental peace and managing risk through allocation. There is also different strategies on how we invest resulting interesting insights. Few days ago started playing with Excel Pivot table. Two columns of interests are compared. Below is a table compiled some time back.
If we look at AMD (1st row) it appears 2.2% allocation resulting 12.8% of total portfolio profit. Reason being due to reduction of AMD allocation by about 1/3 after profit made. AMD continues to move up though so missed out slightly more gain but is ok as 2/3 is still in the game which can help us to weather any storm later if the portfolio get hits. And the 1/3 cash returned is working somewhere else anyway.
The re-balance money theoretically is use for re-investment into Tesla considering the portfolio always have ready cash in account for opportunities....