Kelleher Financial Advisors’s Hercules Capital HTGC Stock Holding History

Kelleher Financial Advisors’s Portfolio HTGC Stock Details HTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$235K	Buy
2025 Q1	$247K	Buy
2024 Q4	$220K	Hold
2024 Q3	$215K	Sell
2024 Q2	$250K	Hold
2024 Q1	$226K	Sell
2023 Q4	$244K	Buy