| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Oppenheimer & Close, LLC | 91,718 | 91,915 | +197 | 0.98 | 1.06 | +0.08 | buy |
| MONOGRAPH WEALTH ADVISORS, LLC | 29,663 | 29,695 | +32 | 0.05 | 0.06 | +0.00 | buy |