| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Wealth Advisors | 13,500 | 13,000 | -500 | 0.01 | 0.02 | +0.01 | sell |
| Palumbo Wealth Management LLC | 42,117 | 41,133 | -984 | 0.01 | 0.02 | +0.01 | sell |