| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| MARATHON CAPITAL MANAGEMENT | 364,180 | 368,250 | +4,070 | 0.42 | 0.39 | -0.03 | buy |
| Balboa Wealth Partners | 16,085 | 12,782 | -3,303 | 0.02 | 0.02 | -0.01 | sell |
| Creekmur Asset Management LLC | 9,040 | 5,078 | -3,962 | 0.01 | 0.01 | -0.01 | sell |
| BARD ASSOCIATES INC | 679,184 | 670,552 | -8,632 | 1.19 | 1.07 | -0.12 | sell |