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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 05-Apr-24 6:03 PM View:  | Community West Bancshares (CWBC) | 01-Apr-24 | Disposition | 3,100 | $15.71 | $48,701.00 | (100%) 3.1K to 0 | |
| 08-Apr-24 3:23 PM View: | Central Valley Community Ba... (CWBC) | 01-Apr-24 | Grant | 4,345 | -- | -- | 100% 0 to 4.34K | |
| 21-Nov-22 6:02 PM View: | Community West Bancshares (CWBC) | 17-Nov-22 | Purchase | 3,000 | -- | -- | 120% 2.5K to 5.5K | |
| 18-Mar-22 5:31 PM View: | Community West Bancshares (CWBC) | 17-Mar-22 | Market Purchase | 1,500 | $14.02 | $21,030.00 | 150% 1.0K to 2.5K | (3%) |
| 02-Jun-20 11:41 AM View: | Community West Bancshares (CWBC) | 01-Jun-20 | Market Purchase | 1,000 | $7.02 | $7,017.91 | 100% 0 to 1.0K | 100% |
| 06-Mar-17 11:43 AM View: | Heritage Oaks Bancorp (HEOP) | 02-Mar-17 | Grant | 638 | $13.95 | $8,900.10 | 6% 10.6K to 11.24K | (4%) |
| 06-Mar-17 11:43 AM View: | Heritage Oaks Bancorp (HEOP) | 02-Mar-17 | Disposition | 638 | $13.95 | $8,900.10 | (6%) 11.24K to 10.6K | 4% |
| 19-Apr-16 11:56 AM View: | Heritage Oaks Bancorp (HEOP) | 01-Apr-16 | Grant | 3,333 | $7.80 | $25,997.40 | 46% 7.27K to 10.6K | 76% |
| 04-Mar-15 6:11 PM View: | Heritage Oaks Bancorp (HEOP) | 02-Mar-15 | Grant | 1,913 | $7.84 | $14,997.90 | 36% 5.36K to 7.27K | 80% |