Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-4,100
Closed -$510K 509
2025
Q2
$510K Buy
+4,100
New +$436K 0.06% 174
2023
Q3
Sell
-9,500
Closed -$604K 498
2023
Q2
$604K Sell
9,500
-4,300
-31% -$254K 0.08% 144
2023
Q1
$919K Buy
+13,800
New +$851K 0.18% 103
2022
Q1
Sell
-2,857
Closed -$521K 658
2021
Q4
$752K Buy
+2,857
New +$854K 0.12% 146
2021
Q3
Sell
-750
Closed -$296K 706
2021
Q2
$296K Sell
750
-1,372
-65% -$476K 0.03% 342
2021
Q1
$723K Buy
2,122
+622
+41% +$233K 0.07% 202
2020
Q4
$508K Buy
+1,500
New +$469K 0.11% 157

Other funds holding TWLO