TC
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TwinBeech Capital’s Workiva WK Stock Holding History

TwinBeech Capital’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244K Buy
+4,100
New +$286K 0.03% 484
2025
Q2 		– Sell
-104,824
Closed -$7.96M – 1008
2025
Q1 		$7.96M Buy
+104,824
New +$9.9M 0.14% 180
2024
Q3 		– Sell
-71,496
Closed -$5.22M – 924
2024
Q2 		$5.22M Buy
+71,496
New +$5.63M 0.1% 224
2024
Q1 		– Sell
-17,014
Closed -$1.73M – 889
2023
Q4 		$1.73M Buy
+17,014
New +$1.64M 0.03% 424
2022
Q1 		– Sell
-16,225
Closed -$2.12M – 765
2021
Q4 		$2.12M Buy
+16,225
New +$2.29M 0.12% 225
2021
Q2 		– Sell
-4,220
Closed -$372K – 674
2021
Q1 		$372K Buy
+4,220
New +$418K 0.05% 343

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EDRH
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