Aries Wealth Management’s Trade Desk TTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,700	Closed	-$230K	–	242
2025 Q3	$230K	Hold	4,700	–	–	0.05%	214
2025 Q2	$338K	Hold	4,700	–	–	0.09%	170
2025 Q1	$257K	Buy	4,700 +700	+18%	+$63.3K	0.07%	197
2024 Q4	$470K	Hold	4,000	–	–	0.13%	142
2024 Q3	$439K	Hold	4,000	–	–	0.12%	149
2024 Q2	$391K	Hold	4,000	–	–	0.12%	138
2024 Q1	$350K	Hold	4,000	–	–	0.11%	149
2023 Q4	$288K	Sell	4,000 -60	-1%	-$4.41K	0.1%	160
2023 Q3	$328K	Buy	4,060 +60	+2%	+$4.85K	0.13%	143
2023 Q2	$309K	Hold	4,000	–	–	0.12%	148
2023 Q1	$244K	Buy	+4,000	New	+$213K	0.1%	168
2022 Q4	–	Sell	-4,000	Closed	-$213K	–	194
2022 Q3	$213K	Buy	+4,000	New	+$228K	0.09%	170
2022 Q1	–	Sell	-4,000	Closed	-$367K	–	209
2021 Q4	$367K	Hold	4,000	–	–	0.14%	131
2021 Q3	$281K	Hold	4,000	–	–	0.12%	145
2021 Q2	$309K	Hold	4,000	–	–	0.13%	133
2021 Q1	$286K	Hold	4,000	–	–	0.13%	139
2020 Q4	$318K	Hold	4,000	–	–	0.16%	116
2020 Q3	$208K	Buy	+4,000	New	+$183K	0.12%	139