Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-20,000
Closed -$2.16M 518
2024
Q4
$2.16M Buy
+20,000
New +$1.83M 0.05% 147
2024
Q3
Sell
-5,000
Closed -$284K 663
2024
Q2
$284K Sell
5,000
-27,500
-85% -$1.62M 0.01% 400
2024
Q1
$1.99M Buy
+32,500
New +$2.14M 0.06% 174
2023
Q3
Sell
-45,000
Closed -$2.86M 674
2023
Q2
$2.86M Buy
45,000
+25,000
+125% +$1.48M 0.06% 202
2023
Q1
$1.33M Buy
+20,000
New +$1.23M 0.03% 381
2018
Q2
Sell
-111,032
Closed -$4.24M 379
2018
Q1
$4.24M Buy
+111,032
New +$3.52M 0.08% 120
2017
Q4
Sell
-125,000
Closed -$3.73M 386
2017
Q3
$3.73M Buy
+125,000
New +$3.75M 0.05% 216

Other funds holding TWLO