Peak Financial Advisors’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$476K	Buy	+3,831	New	+$476K	0.24%	73
2021 Q2	–	Sell	-4,991	Closed	-$1.7M	–	82
2021 Q1	$1.7M	Buy	4,991 +167	+3%	+$56.9K	1.43%	24
2020 Q4	$1.63M	Buy	+4,824	New	+$1.63M	1.41%	28