| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Values First Advisors, Inc. | 97,324 | 99,211 | +1,887 | 0.03 | 0.02 | -0.00 | buy |
| Onyx Bridge Wealth Group LLC | 11,000 | 10,300 | -700 | 0.00 | 0.00 | -0.00 | sell |