| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Smith Salley Wealth Management | 250,000 | 367,647 | +117,647 | 0.04 | 0.05 | +0.01 | buy |
| SMART Wealth LLC | 24,983 | 12,000 | -12,983 | 0.02 | 0.01 | -0.01 | sell |