TBT has run so much that I sold 10 shares of the 40 share position for a 7.71% profit.  I was alerted to this trade by Doug Kass over at realmoneypro on thestreet.com

Originally I bought these 10 shares of TBT for $18.7 on 3/6/2012 and sold 10shares@21.21 today for a 7.71% profit.

Now the 30 shares make up approx 8.5% of the portfolio.