Ascent Group’s Toyota TM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$265K	Buy	1,539 +122	+9%	+$21K	0.01%	604
2025 Q1	$250K	Buy	+1,417	New	+$250K	0.01%	604
2022 Q1	–	Sell	-1,036	Closed	-$207K	–	468
2021 Q4	$207K	Buy	+1,036	New	+$207K	0.03%	421