Currently sitting on $100k in ATRFX. Total Return is around +30% over the last year – should I sell and reallocate? Or, stick to this winner

Most of the investments I made last year are down.

One silver lining, however, is ATRFX, which is up ~30%. I’m considering selling ATRFX and reallocating towards some of the stocks that are down. Is this a good idea? Or should I stick to a winner? ATRFX isn’t really a typical stock but a mutual fund strategy that thrives on market volatility (lol). So, maybe it’s not such a bad idea to keep the stock in the next few months?

What do you guys recommend I do?