| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Platform Technology Partners | 259,643 | 359,643 | +100,000 | 0.05 | 0.02 | -0.03 | buy |
| Summit Financial Strategies, Inc. | 15,002 | 13,903 | -1,099 | 0.00 | 0.00 | -0.00 | sell |