Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$757K Buy
+5,324
New +$659K ﹤0.01% 772
2025
Q2
$754K Sell
6,063
-567
-9% -$60.3K 0.01% 716
2025
Q1
$649K Sell
6,630
-274
-4% -$32.5K 0.01% 881
2024
Q4
$746K Sell
6,904
-2,572
-27% -$235K ﹤0.01% 651
2024
Q3
$618K Buy
9,476
+150
+2% +$8.97K ﹤0.01% 664
2024
Q2
$530K Buy
9,326
+2,284
+32% +$135K ﹤0.01% 653
2024
Q1
$431K Buy
7,042
+2,249
+47% +$148K ﹤0.01% 739
2023
Q4
$364K Buy
+4,793
New +$299K ﹤0.01% 686
2019
Q2
Sell
-3,365
Closed -$435K 746
2019
Q1
$435K Buy
+3,365
New +$379K ﹤0.01% 636

Other funds holding TWLO