Bookkeeping: Morning Transactions

Tricky market right now - very oversold ("worst June since the Great Depression") and prone for some bounce but not doing so (I find that bearish). Sort of seems like a market where a lot of people would be willing to jump in, if it showed any real strength... but everyone is looking around the room waiting for someone else to go first. It certainly is not going to be me.

A few quick transactions

1. Buy in Research in Motion (RIMM) - I had this as a 0.1% stake going into the week and bought a small splotch yesterday to get it to 0.4% but was targetting $120 to add anymore, but today it gapped down yet again to the upper teens, so I added a little bigger stake in $117s. This looks destined for the 200 day moving average of $113. Still going slow and only up to 0.7% stake.
2. Buy in Lennar (LEN) - this homebuilder is now at 2007 lows, so I bought in low $12.00s. I am hop