Knowledge Leaders Capital’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-35,166	Closed	-$880K	–	119
2021 Q2	$880K	Hold	35,166	–	–	0.59%	80
2021 Q1	$993K	Buy	+35,166	New	+$993K	0.79%	57