| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Beta Wealth Group, Inc. | 46,644 | 51,644 | +5,000 | 0.02 | 0.01 | -0.01 | buy |
| CHAPIN DAVIS, INC. | 51,500 | 55,000 | +3,500 | 0.02 | 0.01 | -0.01 | buy |