TFC Financial 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	$19K	Buy	429 +279	+186%	+$12.4K	﹤0.01%	340
2025 Q1	$4.98K	Buy	+150	New	+$4.98K	﹤0.01%	406
2023 Q3	–	Sell	-15	Closed	-$339	–	701
2023 Q2	$339	Buy	+15	New	+$339	﹤0.01%	631