| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Bernardo Wealth Planning LLC | 14,399 | 15,895 | +1,496 | 0.01 | 0.01 | +0.00 | buy |
| Royal Capital Wealth Management, LLC | 87,136 | 80,286 | -6,850 | 0.12 | 0.12 | -0.00 | sell |