ADI Capital Management’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$295K Sell
3,000
-2,000
-40% -$197K 1.68% 21
2019
Q3
$550K Sell
5,000
-4,000
-44% -$440K 3.38% 14
2019
Q2
$1.23M Buy
9,000
+1,000
+13% +$136K 5.38% 7
2019
Q1
$1.03M Buy
+8,000
New +$1.03M 4.94% 6