Circle Wealth Management’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.93M	Buy	15,486 +3,126	+25%	+$389K	0.04%	79
2025 Q1	$1.21M	Buy	12,360 +6,924	+127%	+$678K	0.03%	103
2024 Q4	$588K	Buy	+5,436	New	+$588K	0.01%	157