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If it were mine I would probably not mess with the roots this year. I would plant it in a slightly larger pot.. well, I might nip a root here and tease a root there but not much more than that. I think you will be able to better assess the possibilities of this tree if you remove the branches that you know you don't need. Also, some of the foliage could be reduced, for example, foiliage that is growing on the underside of the branches. Opening up the tree will give some options for planning major pruning and wiring in either the fall or late winter.
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