Thames 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	$4.45M	Sell	35,799 -38,799	-52%	-$4.83M	1.01%	35
2025 Q1	$7.3M	Sell	74,598 -3,085	-4%	-$302K	2.8%	17
2024 Q4	$8.4M	Buy	+77,683	New	+$8.4M	2.28%	18