| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| SMART Wealth LLC | 10,291 | 18,813 | +8,522 | 0.20 | 0.45 | +0.26 | buy |
| Headlands Technologies LLC | 36 | 55 | +19 | 0.00 | 0.00 | +0.00 | buy |
| Vise Technologies, Inc. | 8,480 | 8,485 | +5 | 0.05 | 0.07 | +0.01 | buy |
| Compound Planning, Inc. | 28,107 | 18,679 | -9,428 | 0.33 | 0.20 | -0.13 | sell |
| Harvest Fund Management Co., Ltd | 75,593 | 59,086 | -16,507 | 0.39 | 0.33 | -0.06 | sell |