| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| IMS Capital Management | 119,177 | 194,581 | +75,404 | 0.16 | 0.28 | +0.12 | buy |
| Dynamic Advisor Solutions LLC | 49,822 | 45,626 | -4,196 | 0.00 | 0.00 | -0.00 | sell |