Broad Bay Capital Management’s Avalara, Inc. AVLR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-184,000	Closed	-$23.4M	–	18
2020 Q3	$23.4M	Sell	184,000 -120,000	-39%	-$15.3M	3.41%	10
2020 Q2	$40.5M	Sell	304,000 -218,500	-42%	-$29.1M	7.23%	8
2020 Q1	$39M	Buy	522,500 +279,500	+115%	+$20.9M	10.72%	3
2019 Q4	$17.8M	Buy	+243,000	New	+$17.8M	4.24%	11