Steady

I think we will drift for another few weeks and then bounce up.

The issue remains strong fundamentals and weakness among institutions.
Should we sell? Potentially another 5% loss is possible, so you might consider buying put.
I will be selling a few stocks after some more review and usingthe cash to firm up existing positions. That is, I'll take a loss of OCN and UCTT (maybe) and take the ~$25K and buy more of the global infrastructure stocks (we need a shipping company).