| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Prosperity Wealth Management, Inc. | 23,100 | 34,400 | +11,300 | 0.02 | 0.05 | +0.02 | buy |
| D.A. DAVIDSON & CO. | 671,072 | 614,272 | -56,800 | 0.01 | 0.01 | +0.00 | sell |