Bellwether Advisors’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-40	Closed	-$4K	–	598
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	396
2021 Q4	$5K	Hold	40	–	–	﹤0.01%	410
2021 Q3	$5K	Buy	+40	New	+$5K	﹤0.01%	375