Peak Financial Advisors’s Hercules Capital HTGC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-11,315	Closed	-$204K	–	79
2022 Q1	$204K	Buy	11,315 +840	+8%	+$15.1K	0.17%	75
2021 Q4	$174K	Buy	+10,475	New	+$174K	0.13%	76