Patriot Financial Group Insurance Agency’s Toast TOST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,585	Closed	-$33K	–	1822
2022 Q2	$33K	Sell	2,585 -2,725	-51%	-$34.8K	0.01%	870
2022 Q1	$115K	Buy	5,310 +700	+15%	+$15.2K	0.02%	545
2021 Q4	$160K	Buy	4,610 +4,210	+1,053%	+$146K	0.03%	516
2021 Q3	$20K	Buy	+400	New	+$20K	﹤0.01%	1221