| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| SVB WEALTH LLC | 0 | 139 | +139 | 0.00 | 0.00 | +0.00 | buy |
| Summit Creek Advisors LLC | 1,746 | 1,754 | +8 | 0.05 | 0.03 | -0.02 | buy |