Heritage Family Offices’s Exponent EXPO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$286K	Hold	3,472	–	–	0.14%	130
2025 Q1	$281K	Buy	3,472 +349	+11%	+$28.3K	0.14%	128
2024 Q4	$278K	Buy	3,123 +114	+4%	+$10.2K	0.14%	134
2024 Q3	$347K	Sell	3,009 -14	-0.5%	-$1.61K	0.18%	116
2024 Q2	$288K	Buy	+3,023	New	+$288K	0.16%	119