Bordeaux Wealth Advisors’s Toast TOST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-28,823	Closed	-$816K	–	172
2024 Q3	$816K	Buy	28,823 +800	+3%	+$22.6K	0.15%	68
2024 Q2	$722K	Hold	28,023	–	–	0.14%	63
2024 Q1	$698K	Buy	+28,023	New	+$698K	0.23%	45