Forum Financial 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	$207K	Buy	+4,681	New	+$207K	﹤0.01%	887
2025 Q1	–	Sell	-5,582	Closed	-$203K	–	933
2024 Q4	$203K	Buy	+5,582	New	+$203K	﹤0.01%	841