| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Upper Left Wealth Management, LLC | 29,928 | 29,396 | -532 | 2.77 | 2.64 | -0.13 | sell |
| LEUTHOLD GROUP, LLC | 45,912 | 45,360 | -552 | 0.52 | 0.52 | +0.00 | sell |
| GFS Advisors, LLC | 3,222 | 1,833 | -1,389 | 0.05 | 0.05 | -0.00 | sell |