Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,186
Closed -$1.68M 2103
2025
Q1
$1.68M Buy
17,186
+2,911
+20% +$345K 0.1% 236
2024
Q4
$1.54M Sell
14,275
-23,637
-62% -$2.16M 0.06% 426
2024
Q3
$2.47M Buy
37,912
+3,973
+12% +$238K 0.11% 364
2024
Q2
$1.93M Buy
33,939
+16,393
+93% +$967K 0.09% 439
2024
Q1
$1.07M Buy
17,546
+7,248
+70% +$477K 0.06% 627
2023
Q4
$781K Sell
10,298
-5,591
-35% -$349K 0.05% 732
2023
Q3
$930K Buy
15,889
+11,111
+233% +$692K 0.05% 679
2023
Q2
$304K Buy
+4,778
New +$282K 0.02% 1106
2022
Q4
Sell
-5,659
Closed -$391K 1676
2022
Q3
$391K Buy
5,659
+2,414
+74% +$193K 0.03% 956
2022
Q2
$272K Sell
3,245
-20,143
-86% -$2.25M 0.02% 1175
2022
Q1
$3.85M Buy
23,388
+16,983
+265% +$3.09M 0.22% 238
2021
Q4
$1.69M Buy
6,405
+5,189
+427% +$1.55M 0.11% 412
2021
Q3
$388K Buy
+1,216
New +$443K 0.03% 712
2021
Q2
Sell
-516
Closed -$179K 1660
2021
Q1
$176K Sell
516
-2,579
-83% -$966K 0.02% 1012
2020
Q4
$1.05M Sell
3,095
-714
-19% -$223K 0.13% 263
2020
Q3
$941K Buy
3,809
+2,861
+302% +$705K 0.15% 211
2020
Q2
$208K Buy
+948
New +$152K 0.05% 518

Other funds holding TWLO