Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-10,000
Closed -$708K 41
2017
Q4
$708K Hold
10,000
1.74% 25
2017
Q3
$627K Buy
+10,000
New +$627K 1.67% 23