Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-5,321
Closed -$662K 357
2025
Q2
$662K Buy
+5,321
New +$566K 0.06% 136
2025
Q1
Sell
-7,811
Closed -$844K 284
2024
Q4
$844K Buy
7,811
+4,371
+127% +$399K 0.06% 136
2024
Q3
$224K Buy
+3,440
New +$206K 0.02% 236
2023
Q2
Sell
-5,640
Closed -$376K 473
2023
Q1
$376K Buy
+5,640
New +$348K 0.03% 263
2022
Q3
Sell
-6,182
Closed -$518K 472
2022
Q2
$518K Sell
6,182
-1,073
-15% -$120K 0.04% 209
2022
Q1
$1.2M Buy
7,255
+2,861
+65% +$521K 0.08% 134
2021
Q4
$1.16M Buy
+4,394
New +$1.31M 0.09% 97

Other funds holding TWLO