InceptionR’s Heritage Commerce HTBK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$114K	Buy	+11,442	New	+$114K	0.03%	608
2025 Q1	–	Sell	-29,579	Closed	-$277K	–	681
2024 Q4	$277K	Buy	29,579 +16,633	+128%	+$156K	0.06%	478
2024 Q3	$128K	Buy	+12,946	New	+$128K	0.03%	585