| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| BALDWIN WEALTH PARTNERS LLC/MA | 154,130 | 168,630 | +14,500 | 0.10 | 0.08 | -0.01 | buy |
| FORBES J M & CO LLP | 34,000 | 47,419 | +13,419 | 0.03 | 0.03 | +0.00 | buy |