Discussion on averaging down versus over allocating stocks

I have this question as its an internal debate Im having with $SHOP right now. I have almost a third of my RH portfolio in SHOP as I started with only 10%, but as the price has been dropping I add more and more. Got excited at $95 but now its int he $93s and I cant help but buy more. My question is this- when do you draw the line between continuing to average down and purchase more, versus saying I have too much in this already and letting it dip without touching it?

I have this question as its an internal debate Im having with $SHOP right now. I have almost a third of my RH portfolio in SHOP as I started with only 10%, but as the price has been dropping I add more and more. Got excited at $95 but now its int he $93s and I cant help but buy more. My question is this- when do you draw the line between continuing to average down and purchase more, versus saying I have too much in this already and letting it dip without touching it?