| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Bernardo Wealth Planning LLC | 29,250 | 45,960 | +16,710 | 0.00 | 0.00 | +0.00 | buy |
| Fisher Asset Management, LLC | 10,000 | 10,069 | +69 | 0.00 | 0.00 | +0.00 | buy |
| Curi Capital, LLC | 66,348 | 65,515 | -833 | 0.00 | 0.00 | -0.00 | sell |