| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Ground Swell Capital, LLC | 10,597 | 10,336 | -261 | 0.06 | 0.01 | -0.05 | sell |
| Wellspring Financial Advisors, LLC | 3,963 | 3,529 | -434 | 0.05 | 0.03 | -0.02 | sell |