Firsthand Capital Management’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-60,000	Closed	-$147K	–	47
2024 Q2	$147K	Buy	60,000 +30,000	+100%	+$73.5K	0.29%	33
2024 Q1	$1.83M	Hold	30,000	–	–	2.99%	16
2023 Q4	$2.28M	Hold	30,000	–	–	3.16%	15
2023 Q3	$1.76M	Hold	30,000	–	–	2.53%	16
2023 Q2	$1.91M	Hold	30,000	–	–	2.29%	17
2023 Q1	$2M	Hold	30,000	–	–	2.17%	17
2022 Q4	$1.47M	Hold	30,000	–	–	1.71%	17
2022 Q3	$2.07M	Hold	30,000	–	–	1.89%	17
2022 Q2	$2.51M	Hold	30,000	–	–	2.17%	14
2022 Q1	$4.94M	Hold	30,000	–	–	2.57%	13
2021 Q4	$7.9M	Hold	30,000	–	–	3.01%	13
2021 Q3	$9.57M	Hold	30,000	–	–	2.86%	11
2021 Q2	$11.8M	Hold	30,000	–	–	2.96%	8
2021 Q1	$10.2M	Hold	30,000	–	–	2.86%	11
2020 Q4	$10.2M	Hold	30,000	–	–	2.76%	11
2020 Q3	$7.41M	Hold	30,000	–	–	2.94%	12
2020 Q2	$6.58M	Sell	30,000 -70,000	-70%	-$15.4M	3.01%	10
2020 Q1	$8.95M	Sell	100,000 -40,000	-29%	-$3.58M	7.1%	3
2019 Q4	$13.8M	Hold	140,000	–	–	5.36%	4
2019 Q3	$15.4M	Hold	140,000	–	–	6.22%	3
2019 Q2	$19.1M	Hold	140,000	–	–	7.35%	2
2019 Q1	$18.1M	Hold	140,000	–	–	6.74%	3
2018 Q4	$12.5M	Hold	140,000	–	–	7.89%	2
2018 Q3	$12.1M	Hold	140,000	–	–	5.69%	5
2018 Q2	$7.84M	Hold	140,000	–	–	3.68%	8
2018 Q1	$5.35M	Buy	140,000 +50,000	+56%	+$1.91M	2.99%	10
2017 Q4	$2.12M	Buy	90,000 +50,000	+125%	+$1.18M	1.56%	18
2017 Q3	$1.19M	Hold	40,000	–	–	1.06%	24
2017 Q2	$1.16M	Buy	+40,000	New	+$1.16M	1.17%	24