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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Mar-24 3:06 PM View:  | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-24 | Payment of Exercise | 362 | $19.56 | $7,080.72 | (26%) 1.39K to 1.03K | |
| 19-Mar-24 3:06 PM View: | Univest Corp. of Pennsylvania (UVSP) | 15-Mar-24 | Option Exercise | 1,019 | -- | -- | 274% 0.37K to 1.39K |