Octahedron Capital Management’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-67,000	Closed	-$4.63M	–	39
2022 Q3	$4.63M	Sell	67,000 -7,550	-10%	-$522K	3.79%	7
2022 Q2	$6.25M	Buy	74,550 +9,250	+14%	+$775K	5.06%	7
2022 Q1	$10.8M	Buy	65,300 +15,300	+31%	+$2.52M	5.61%	6
2021 Q4	$13.2M	Buy	+50,000	New	+$13.2M	5%	8