Lisanti Capital Growth’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,105	Closed	-$696K	–	125
2019 Q2	$696K	Sell	5,105 -4,435	-46%	-$605K	0.23%	94
2019 Q1	$1.23M	Sell	9,540 -22,060	-70%	-$2.85M	0.44%	87
2018 Q4	$2.82M	Buy	+31,600	New	+$2.82M	1.14%	36