Pathstone Family Office’s Toast TOST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$298K	Buy	15,913 +1,814	+13%	+$34K	﹤0.01%	1310
2023 Q2	$318K	Hold	14,099	–	–	﹤0.01%	942
2023 Q1	$250K	Sell	14,099 -14,267	-50%	-$253K	﹤0.01%	991
2022 Q4	$511K	Sell	28,366 -29,294	-51%	-$528K	﹤0.01%	1089
2022 Q3	$964K	Buy	+57,660	New	+$964K	0.01%	760