Yeah, same for my dividend growth portfolio: it’s a total outlier that started as a dividend growth play but became a capital gain thing like nothing else, really (at least for my portfolio).
I only have soft rules:
- dividend yield drops below 2%: company goes on (sell) watch list
- position size grows above 5%: company goes on (sell) watch list
- other attractive (according to a separate list of soft rules) companies move into buy territory: sell some of the companies matching the above criteria, buy some of the new “attractive” ones
I’m able to follow them, mostly. 
Whenever the tax man shows up, Cuban Pete puts on his green mask. He in fact included an accurate film documentary excerpt about a showdown between him and the tax office in his introductory post: Allow me to introduce myself: they call me cubanpete