OneDigital Investment Advisors’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	-5,484	Closed	-$269K	–	1592
2025 Q3	$269K	Sell	5,484 -1,462	-21%	-$92.8K	﹤0.01%	1252
2025 Q2	$500K	Sell	6,946 -903	-12%	-$57.7K	0.01%	898
2025 Q1	$429K	Buy	7,849 +829	+12%	+$75K	0.01%	915
2024 Q4	$825K	Sell	7,020 -717	-9%	-$88.7K	0.01%	701
2024 Q3	$848K	Buy	7,737 +513	+7%	+$51.2K	0.01%	713
2024 Q2	$706K	Buy	7,224 +1,898	+36%	+$171K	0.01%	753
2024 Q1	$466K	Buy	5,326 +804	+18%	+$60.9K	0.01%	760
2023 Q4	$325K	Sell	4,522 -5,127	-53%	-$377K	0.01%	881
2023 Q3	$754K	Buy	9,649 +93	+1%	+$7.52K	0.02%	509
2023 Q2	$738K	Buy	9,556 +2,102	+28%	+$142K	0.02%	496
2023 Q1	$454K	Buy	+7,454	New	+$397K	0.01%	662
2022 Q4	–	Sell	-3,700	Closed	-$221K	–	857
2022 Q3	$221K	Buy	+3,700	New	+$211K	0.01%	685
2022 Q2	–	Sell	-6,540	Closed	-$453K	–	797
2022 Q1	$453K	Buy	6,540 +742	+13%	+$53.6K	0.02%	465
2021 Q4	$531K	Buy	5,798 +2,698	+87%	+$236K	0.02%	430
2021 Q3	$218K	Sell	3,100 -2,772	-47%	-$214K	0.01%	662
2021 Q2	$454K	Sell	5,872 -1,578	-21%	-$101K	0.02%	431
2021 Q1	$485K	Buy	7,450 +260	+4%	+$20.1K	0.02%	391
2020 Q4	$570K	Buy	+7,190	New	+$543K	0.03%	329
2019 Q3	–	Sell	-500	Closed	-$11K	–	1108
2019 Q2	$11K	Hold	500	–	–	﹤0.01%	927
2019 Q1	$10K	Buy	+500	New	+$8.19K	﹤0.01%	880
2018 Q3	–	Sell	-1,000	Closed	-$9K	–	1236
2018 Q2	$9K	Buy	+1,000	New	+$7.05K	﹤0.01%	1078