Summit Financial’s Roku ROKU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$272K	Buy	+3,090	New	+$272K	0.01%	712
2021 Q4	–	Sell	-675	Closed	-$212K	–	246
2021 Q3	$212K	Sell	675 -25	-4%	-$7.83K	0.02%	214
2021 Q2	$321K	Buy	+700	New	+$321K	0.03%	123