| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Physician Wealth Advisors, Inc. | 33,375 | 31,375 | -2,000 | 0.01 | 0.01 | -0.00 | sell |
| SMI Advisory Services, LLC | 38,089 | 28,000 | -10,089 | 0.01 | 0.01 | -0.01 | sell |