Great Valley Advisor Group’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	-54,300	Closed	-$992K	–	785
2023 Q4	$992K	Sell	54,300 -4,000	-7%	-$73K	0.03%	343
2023 Q3	$1.09M	Buy	58,300 +24,900	+75%	+$466K	0.05%	304
2023 Q2	$754K	Buy	+33,400	New	+$754K	0.03%	361