Contravisory Investment Management’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,258	Closed	-$229K	–	396
2023 Q4	$229K	Sell	2,258 -18	-0.8%	-$1.83K	0.06%	191
2023 Q3	$231K	Buy	2,276 +30	+1%	+$3.04K	0.07%	180
2023 Q2	$228K	Buy	+2,246	New	+$228K	0.06%	193