BOUGHT: VZ (started position in our Holding Portfolio ahead of earnings)
BOUGHT: BA (added to position in our Holding Portfolio)
BOUGHT: JPM (added to position in Holding Portfolio) BA (began position in Holding Portfolio) JNJ (began position in Holding Portfolio) UNH (began position in Trading Portfolio)
Bought: GOLD (added to position in Trading Portfolio) JPM (began position in Holding Portfolio)
SOLD: CRM (trimmed profits) MSFT (trimmed profits) SHOP (trimmed profits)
SOLD: AAPL (trimmed profits from extreme overweight to an overweight position, still our #1 holding after trimming)
BOUGHT: GOLD (First stage in dollar cost averaging into position, last 5 days has created a base at $29)
SOLD: FB (took profits and reduced exposure due to pulling of advertsiments)
SOLD: FB (trimmed profits) CGC (trimmed profits
SOLD: (Trimmed profits in the following) PYPL (up 145%) SHOP (up 190%) AAPL (up 85%)
