True Wealth Design’s Heritage Insurance Holdings HRTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.32K	Buy	+133	New	+$3.32K	﹤0.01%	977
2025 Q1	–	Sell	-121	Closed	-$1.47K	–	2667
2024 Q4	$1.47K	Sell	121 -21	-15%	-$254	﹤0.01%	820
2024 Q3	$1.74K	Buy	+142	New	+$1.74K	﹤0.01%	829