| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| SteelPeak Wealth, LLC | 26,250 | 28,000 | +1,750 | 0.02 | 0.02 | +0.00 | buy |
| Logan Stone Capital, LLC | 76,483 | 47,453 | -29,030 | 0.38 | 0.33 | -0.05 | sell |