World Investment Advisors’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$350K	Sell	5,117 -17	-0.3%	-$1.16K	0.01%	859
2025 Q1	$390K	Sell	5,134 -1	-0%	-$76	0.01%	777
2024 Q4	$562K	Buy	5,135 +135	+3%	+$14.8K	0.02%	637
2024 Q3	$396K	Buy	+5,000	New	+$396K	0.01%	648