Y-Intercept (HK)’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 Q1	–	Sell	-22,425	Closed	-$271K	–	1376
2024 Q4	$271K	Buy	+22,425	New	+$271K	0.02%	962
2024 Q3	–	Sell	-70,052	Closed	-$496K	–	1524
2024 Q2	$496K	Buy	70,052 +44,321	+172%	+$314K	0.03%	811
2024 Q1	$274K	Buy	+25,731	New	+$274K	0.02%	993