| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Solutions 4 Wealth, Ltd | 10,000 | 10,200 | +200 | 0.01 | 0.31 | +0.29 | buy |
| Moisand Fitzgerald Tamayo, LLC | 8,850 | 1,000 | -7,850 | 0.00 | 0.00 | +0.00 | sell |
| TRUE Private Wealth Advisors | 65,718 | 13,648 | -52,070 | 0.01 | 0.03 | +0.02 | sell |