| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| RMR Wealth Builders | 37,360 | 38,260 | +900 | 0.02 | 0.01 | -0.01 | buy |
| Cascade Financial Partners, LLC | 315,055 | 302,601 | -12,454 | 0.21 | 0.11 | -0.10 | sell |