Been busy adjusting the portfolios.
SOLD: PRS, YSI, JNJ
BOUGHT: BMTI, ISTA, LABL, MTNOY, RHHBY, SHS, TOMO
Now I own quite a few more individual positions than I'd normally like to ... but that's what happens when you don't want to sell much of what you already own. I'll adjust the Portfolio page soon to reflect this.
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