Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-4,901
Closed -$609K 121
2025
Q2
$609K Buy
+4,901
New +$521K 0.14% 86
2024
Q4
Sell
-5,000
Closed -$326K 1084
2024
Q3
$326K Sell
5,000
-4,551
-48% -$272K 0.02% 776
2024
Q2
$543K Buy
+9,551
New +$563K 0.05% 710
2022
Q4
Sell
-1,972
Closed -$136K 1258
2022
Q3
$136K Sell
1,972
-9,394
-83% -$751K 0.03% 795
2022
Q2
$953K Buy
11,366
+10,320
+987% +$1.15M 0.1% 439
2022
Q1
$172K Sell
1,046
-2,238
-68% -$408K 0.01% 1451
2021
Q4
$865K Sell
3,284
-3,639
-53% -$1.09M 0.03% 782
2021
Q3
$2.21M Buy
6,923
+4,913
+244% +$1.79M 0.1% 211
2021
Q2
$792K Buy
2,010
+1,079
+116% +$375K 0.02% 762
2021
Q1
$317K Buy
931
+31
+3% +$11.6K 0.01% 1446
2020
Q4
$305K Sell
900
-1,592
-64% -$497K 0.01% 1160
2020
Q3
$616K Sell
2,492
-577
-19% -$142K 0.02% 1023
2020
Q2
$674K Buy
+3,069
New +$493K 0.01% 1090
2020
Q1
Sell
-29,824
Closed -$2.93M 2084
2019
Q4
$2.93M Buy
+29,824
New +$3.05M 0.07% 435
2019
Q3
Sell
-1,864
Closed -$242K 2306
2019
Q2
$254K Buy
1,864
+149
+9% +$19.8K 0.01% 1398
2019
Q1
$222K Buy
+1,715
New +$193K 0.01% 1464
2018
Q3
Sell
-219,386
Closed -$12.3M 1959
2018
Q2
$12.3M Buy
+219,386
New +$10.9M 0.39% 74

Other funds holding TWLO