| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Plancorp, LLC | 15,000 | 18,000 | +3,000 | 0.00 | 0.00 | -0.00 | buy |
| Tradewinds Capital Management, LLC | 1,518 | 1,597 | +79 | 0.00 | 0.00 | -0.00 | buy |
| Clear Harbor Asset Management, LLC | 173,185 | 155,555 | -17,630 | 0.05 | 0.04 | -0.01 | sell |