| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Falcon Wealth Planning | 20,000 | 29,615 | +9,615 | 0.00 | 0.00 | +0.00 | buy |
| Kaufman Rossin Wealth, LLC | 156,392 | 156,175 | -217 | 0.02 | 0.02 | -0.01 | sell |