Hel Ved Capital 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	$1.04M	Buy	+8,350	New	+$1.04M	0.27%	49
2024 Q2	–	Sell	-19,400	Closed	-$1.19M	–	65
2024 Q1	$1.19M	Sell	19,400 -7,610	-28%	-$465K	0.29%	48
2023 Q4	$2.05M	Buy	+27,010	New	+$2.05M	0.59%	30