| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Prosperity Wealth Management, Inc. | 34,400 | 36,500 | +2,100 | 0.05 | 0.04 | -0.00 | buy |
| Laird Norton Wetherby Trust Company, LLC | 622,235 | 617,235 | -5,000 | 0.29 | 0.28 | -0.01 | sell |
| MISSION WEALTH MANAGEMENT, LP | 469,517 | 369,517 | -100,000 | 0.03 | 0.03 | -0.01 | sell |