Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,402
Closed -$369K 566
2021
Q4
$369K Buy
+1,402
New +$419K 0.03% 374
2021
Q3
Sell
-513
Closed -$202K 519
2021
Q2
$202K Buy
+513
New +$178K 0.02% 451
2021
Q1
Sell
-767
Closed -$260K 533
2020
Q4
$260K Buy
+767
New +$240K 0.03% 373
2020
Q3
Sell
-938
Closed -$206K 415
2020
Q2
$206K Buy
+938
New +$151K 0.03% 377
2020
Q1
Sell
-2,183
Closed -$215K 421
2019
Q4
$215K Sell
2,183
-240
-10% -$24.5K 0.04% 368
2019
Q3
$266K Buy
2,423
+540
+29% +$70K 0.05% 304
2019
Q2
$257K Buy
+1,883
New +$251K 0.05% 293
2016
Q4
Sell
-3,150
Closed -$203K 316
2016
Q3
$203K Buy
+3,150
New +$157K 0.07% 252

Other funds holding TWLO