| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Centric Wealth Management | 68,219 | 68,248 | +29 | 0.04 | 0.03 | -0.01 | buy |
| Halter Ferguson Financial Inc. | 240,818 | 237,356 | -3,462 | 0.20 | 0.20 | -0.00 | sell |