Chico Wealth RIA’s Toast TOST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,231	Closed	-$184K	–	26
2022 Q4	$184K	Hold	10,231	–	–	0.21%	20
2022 Q3	$171K	Buy	+10,231	New	+$171K	0.2%	21