What is the sentiment of this news? Please choose an answer from {strong negative/moderately negative/mildly negative/neutral/mildly positive/moderately positive/strong positive}.

Li Lu (Trades, Portfolio)'s hedge fund, Himalaya Capital Management, made a few notable changes to its U.S. portfolio in the fourth quarter. This is based on the hedge fund's latest 13F report, which details U.S.-listed common equity positions.
neutral