Principia Wealth Advisory’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$620 Hold
14
﹤0.01% 684
2025
Q1
$481 Buy
14
+10
+250% +$344 ﹤0.01% 578
2024
Q4
$146 Buy
+4
New +$146 ﹤0.01% 750