| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Platform Technology Partners | 142,615 | 167,615 | +25,000 | 0.06 | 0.09 | +0.03 | buy |
| Summit Financial Strategies, Inc. | 15,700 | 14,500 | -1,200 | 0.00 | 0.00 | +0.00 | sell |