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SummitTX Capital’s Workiva WK Stock Holding History

SummitTX Capital’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-99,051
Closed -$7.52M – 1031
2025
Q1 		$7.52M Buy
+99,051
New +$7.52M 0.32% 62