Panoramic Capital’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.87M	Buy	15,000 +5,000	+50%	+$622K	1.41%	27
2025 Q1	$979K	Buy	+10,000	New	+$979K	1.13%	23