Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-5,514
Closed -$882K 56
2017
Q1
$882K Hold
5,514
2.38% 19
2016
Q4
$823K Buy
+5,514
New +$823K 0.54% 53