| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Gravity Companies, Inc. | 0.03% | — | #1 | $167,888 | 3,024 | $0 | 0 | +3,024 | New Buy | |
| McMillan Office, Inc. | <0.01% | <0.01% | #2 | $18,932 | 341 | $13,548 | 341 | 00.00% | Unchanged |
