Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-5
Closed -$622 983
2025
Q2
$622 Hold
5
﹤0.01% 891
2025
Q1
$490 Sell
5
-10
-67% -$1.19K ﹤0.01% 891
2024
Q4
$1.62K Sell
15
-19
-56% -$1.74K ﹤0.01% 879
2024
Q3
$2.22K Buy
34
+29
+580% +$1.74K ﹤0.01% 848
2024
Q2
$284 Hold
5
﹤0.01% 916
2024
Q1
$306 Hold
5
﹤0.01% 908
2023
Q4
$379 Buy
+5
New +$312 ﹤0.01% 890
2021
Q1
Sell
-31
Closed -$10K 785
2020
Q4
$10K Hold
31
﹤0.01% 430
2020
Q3
$8K Hold
31
﹤0.01% 431
2020
Q2
$7K Buy
+31
New +$4.98K ﹤0.01% 424

Other funds holding TWLO