WealthShield Partners’s The Oncology Institute TOI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$144K	Hold	70,154	–	–	0.02%	349
2025 Q1	$80K	Buy	+70,154	New	+$80K	0.01%	389
2024 Q2	–	Sell	-24,126	Closed	-$38.1K	–	489
2024 Q1	$38.1K	Hold	24,126	–	–	0.01%	356
2023 Q4	$49.2K	Buy	+24,126	New	+$49.2K	0.01%	361