Black-and-white Capital’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	$12.5M	Sell	31,800 -99,250	-76%	-$39.1M	1.3%	15
2021 Q1	$44.7M	Buy	+131,050	New	+$44.7M	2.9%	9