Castleview Partners’s Toast TOST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-200	Closed	-$3.65K	–	945
2023 Q4	$3.65K	Sell	200 -1,936	-91%	-$35.4K	﹤0.01%	622
2023 Q3	$40K	Buy	2,136 +1,936	+968%	+$36.3K	0.04%	283
2023 Q2	$4.51K	Hold	200	–	–	﹤0.01%	523
2023 Q1	$3.55K	Buy	+200	New	+$3.55K	﹤0.01%	527