| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Altrius Capital Management Inc | 38,041 | 43,425 | +5,384 | 1.76 | 2.22 | +0.46 | buy |
| DF DENT & CO INC | 3,938 | 3,951 | +13 | 0.01 | 0.01 | +0.00 | buy |
| SVB WEALTH LLC | 1,934 | 1,463 | -471 | 0.02 | 0.02 | +0.00 | sell |
| Tufton Capital Management | 34,127 | 33,469 | -658 | 1.25 | 1.39 | +0.14 | sell |