Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,113
Closed -$388K 620
2023
Q4
$388K Sell
5,113
-857
-14% -$53.4K 0.03% 461
2023
Q3
$349K Sell
5,970
-3,044
-34% -$190K 0.03% 431
2023
Q2
$573K Buy
9,014
+2,129
+31% +$126K 0.03% 414
2023
Q1
$337K Hold
6,885
0.01% 529
2022
Q4
$337K Buy
6,885
+1,174
+21% +$66.8K 0.01% 529
2022
Q3
$395K Buy
5,711
+339
+6% +$27.1K 0.02% 466
2022
Q2
$450K Sell
5,372
-5
-0.1% -$559 0.02% 510
2022
Q1
$886K Buy
5,377
+748
+16% +$136K 0.03% 348
2021
Q4
$1.22M Buy
4,629
+1,711
+59% +$512K 0.03% 320
2021
Q3
$931K Sell
2,918
-25
-0.8% -$9.1K 0.03% 354
2021
Q2
$1.16M Buy
2,943
+641
+28% +$223K 0.04% 305
2021
Q1
$784K Sell
2,302
-1,927
-46% -$722K 0.03% 356
2020
Q4
$1.43M Buy
4,229
+3,014
+248% +$942K 0.06% 209
2020
Q3
$300K Buy
+1,215
New +$300K 0.01% 489

Other funds holding TWLO