Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,497
Closed -$214K 544
2024
Q1
$214K Sell
3,497
-144
-4% -$9.48K 0.01% 461
2023
Q4
$276K Sell
3,641
-241
-6% -$15K 0.01% 414
2023
Q3
$227K Buy
+3,882
New +$242K 0.01% 433
2023
Q2
Sell
-3,409
Closed -$227K 640
2023
Q1
$227K Buy
+3,409
New +$210K 0.01% 482
2022
Q4
Sell
-5,044
Closed -$349K 704
2022
Q3
$349K Buy
5,044
+2,278
+82% +$182K 0.01% 359
2022
Q2
$232K Buy
2,766
+1,036
+60% +$116K 0.01% 500
2022
Q1
$285K Buy
+1,730
New +$315K 0.01% 442
2020
Q3
Sell
-40
Closed -$9K 800
2020
Q2
$9K Buy
+40
New +$6.42K ﹤0.01% 590
2019
Q4
Sell
-14
Closed -$2K 755
2019
Q3
$2K Hold
14
﹤0.01% 649
2019
Q2
$2K Buy
+14
New +$1.86K ﹤0.01% 654

Other funds holding TWLO