Level Four Financial’s Toyota TM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$443K Buy
2,493
+397
+19% +$70.5K 0.19% 135
2021
Q2
$366K Sell
2,096
-669
-24% -$117K 0.15% 182
2021
Q1
$432K Buy
+2,765
New +$432K 0.2% 147