| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| CHAPIN DAVIS, INC. | 10,000 | 15,000 | +5,000 | 0.02 | 0.02 | +0.01 | buy |
| MINDSET WEALTH MANAGEMENT, LLC | 35,100 | 38,600 | +3,500 | 0.09 | 0.07 | -0.02 | buy |
| Campbell & CO Investment Adviser LLC | 31,377 | 26,548 | -4,829 | 0.02 | 0.01 | -0.01 | sell |
| RITHOLTZ WEALTH MANAGEMENT | 51,261 | 17,479 | -33,782 | 0.01 | 0.00 | -0.01 | sell |