| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Global Strategic Investment Solutions, LLC | 20,000 | 40,000 | +20,000 | 0.00 | 0.00 | 0.00 | buy |
| Beta Wealth Group, Inc. | 30,644 | 46,644 | +16,000 | 0.02 | 0.02 | +0.00 | buy |