Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.36M Buy
35,080
+2,013
+6% +$214K 0.47% 46
2025
Q1
$3.24M Buy
33,067
+1,902
+6% +$225K 0.38% 56
2024
Q4
$3.37M Buy
31,165
+940
+3% +$85.9K 0.38% 52
2024
Q3
$1.97M Sell
30,225
-12,390
-29% -$741K 0.22% 86
2024
Q2
$2.42M Sell
42,615
-12
-0% -$708 0.29% 60
2024
Q1
$2.61M Sell
42,627
-6,162
-13% -$406K 0.32% 58
2023
Q4
$3.7M Sell
48,789
-2,146
-4% -$134K 0.51% 46
2023
Q3
$2.98M Buy
50,935
+3,944
+8% +$246K 0.46% 49
2023
Q2
$2.99M Buy
46,991
+8,639
+23% +$510K 0.43% 51
2023
Q1
$2.56M Sell
38,352
-735
-2% -$45.3K 0.39% 57
2022
Q4
$1.91M Sell
39,087
-14,883
-28% -$847K 0.33% 65
2022
Q3
$3.73M Sell
53,970
-541
-1% -$43.2K 0.68% 39
2022
Q2
$4.57M Sell
54,511
-1,200
-2% -$134K 0.8% 35
2022
Q1
$14.7M Sell
55,711
-185
-0.3% -$33.7K 1.85% 17
2021
Q4
$14.7M Sell
55,896
-2,125
-4% -$636K 1.86% 17
2021
Q3
$18.5M Buy
58,021
+1,745
+3% +$635K 2.51% 8
2021
Q2
$22.2M Buy
56,276
+1,106
+2% +$384K 3.02% 6
2021
Q1
$18.8M Sell
55,170
-3
-0% -$1.12K 2.9% 8
2020
Q4
$18.7M Buy
55,173
+1,378
+3% +$431K 2.88% 7
2020
Q3
$13.3M Sell
53,795
-32
-0.1% -$7.89K 2.45% 12
2020
Q2
$11.8M Buy
53,827
+4,716
+10% +$757K 2.48% 9
2020
Q1
$4.39M Buy
49,111
+9,480
+24% +$1.04M 1.51% 26
2019
Q4
$3.9M Buy
39,631
+625
+2% +$63.8K 1.1% 30
2019
Q3
$4.29M Buy
39,006
+1,140
+3% +$148K 1.33% 24
2019
Q2
$5.16M Buy
37,866
+3,091
+9% +$412K 1.65% 20
2019
Q1
$4.49M Buy
34,775
+3,681
+12% +$415K 1.62% 19
2018
Q4
$2.78M Buy
+31,094
New +$2.53M 1.16% 26

Other funds holding TWLO