Focus Financial Network’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	-4,176	Closed	-$205K	–	766
2025 Q3	$205K	Buy	4,176 +81	+2%	+$5.14K	0.01%	716
2025 Q2	$295K	Buy	4,095 +130	+3%	+$8.3K	0.01%	578
2025 Q1	$217K	Buy	3,965 +88	+2%	+$7.96K	0.01%	635
2024 Q4	$456K	Buy	3,877 +84	+2%	+$10.4K	0.02%	432
2024 Q3	$416K	Buy	3,793 +84	+2%	+$8.38K	0.02%	455
2024 Q2	$353K	Buy	+3,709	New	+$335K	0.02%	487
2024 Q1	–	Sell	-4,116	Closed	-$296K	–	754
2023 Q4	$296K	Buy	+4,116	New	+$302K	0.01%	581
2022 Q1	–	Sell	-2,962	Closed	-$271K	–	608
2021 Q4	$271K	Buy	2,962 +42	+1%	+$3.68K	0.04%	301
2021 Q3	$205K	Hold	2,920	–	–	0.03%	394
2021 Q2	$226K	Buy	+2,920	New	+$187K	0.03%	380