Sold CVN @ 0.575, MCP @ 3.11
Bought BLY @ 0.385, IPL @ 3.63, NWH @ 2.02, RCY @ 0.28 all Open prices.
There is sufficient funds to buy all 4 stocks in all portfolios except P Runner, so bought the first 2 in alphabetical order (BLY & IPL) for that portfolio, working on the theory that trading is not about stock picking.