Caldwell Sutter Capital’s Bank of Marin Bancorp BMRC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$523K	Hold	20,390	–	–	0.21%	117
2025 Q4	$530K	Hold	20,390	–	–	0.22%	110
2025 Q3	$495K	Hold	20,390	–	–	0.21%	118
2025 Q2	$466K	Hold	20,390	–	–	0.21%	117
2025 Q1	$450K	Hold	20,390	–	–	0.21%	119
2024 Q4	$485K	Sell	20,390 -3,400	-14%	-$80.2K	0.23%	113
2024 Q3	$478K	Buy	23,790 +230	+1%	+$4.52K	0.22%	119
2024 Q2	$381K	Sell	23,560 -3,384	-13%	-$52K	0.19%	129
2024 Q1	$452K	Sell	26,944 -1,104	-4%	-$20.2K	0.22%	118
2023 Q4	$618K	Hold	28,048	–	–	0.31%	90
2023 Q3	$513K	Hold	28,048	–	–	0.28%	95
2023 Q2	$496K	Hold	28,048	–	–	0.26%	93
2023 Q1	$614K	Hold	28,048	–	–	0.45%	57
2022 Q4	$922K	Buy	+28,048	New	+$943K	0.81%	38