Princeton Capital Management’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	$199K	Hold	20,041	–	–	0.06%	125
2025 Q1	$191K	Buy	20,041 +3,000	+18%	+$28.6K	0.07%	117
2024 Q4	$160K	Buy	17,041 +2,000	+13%	+$18.8K	0.05%	118
2024 Q3	$149K	Hold	15,041	–	–	0.05%	114
2024 Q2	$131K	Buy	+15,041	New	+$131K	0.04%	105