TCFG Wealth Management’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$462K Sell
6,420
-1,190
-16% -$85.7K 0.21% 130
2025
Q1
$416K Sell
7,610
-350
-4% -$19.2K 0.21% 118
2024
Q4
$936K Sell
7,960
-490
-6% -$57.6K 0.47% 58
2024
Q3
$927K Buy
+8,450
New +$927K 0.47% 62