Financial Advocates Investment Management’s Toast TOST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$576K	Buy	12,999 +170	+1%	+$7.53K	0.05%	330
2025 Q1	$426K	Sell	12,829 -265	-2%	-$8.79K	0.03%	459
2024 Q4	$477K	Sell	13,094 -550	-4%	-$20K	0.03%	458
2024 Q3	$386K	Sell	13,644 -500	-4%	-$14.2K	0.02%	536
2024 Q2	$364K	Buy	+14,144	New	+$364K	0.02%	522