| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Gen-Wealth Partners Inc | 2,000 | 3,000 | +1,000 | 0.00 | 0.00 | +0.00 | buy |
| ASPIRIANT, LLC | 15,500 | 14,000 | -1,500 | 0.00 | 0.00 | -0.00 | sell |