Lee Johnson Capital 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	$5M	Sell	112,910 -1,621	-1%	-$71.8K	1.72%	20
2025 Q1	$3.8M	Buy	+114,531	New	+$3.8M	2.01%	16