Caitong International Asset Management’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24	Hold	1	–	–	﹤0.01%	1890
2025 Q1	$24	Buy	+1	New	+$24	﹤0.01%	2069