| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| DDD Partners, LLC | 105,000 | 115,000 | +10,000 | 0.01 | 0.01 | -0.00 | buy |
| Disciplined Investments, LLC | 48,016 | 51,448 | +3,432 | 0.03 | 0.02 | -0.00 | buy |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 46,306 | 42,606 | -3,700 | 0.02 | 0.01 | -0.00 | sell |