CAZ Investments’s Smartsheet Inc. SMAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-900	Closed	-$50K	–	33
2024 Q4	$50K	Hold	900	–	–	0.07%	21
2024 Q3	$50K	Hold	900	–	–	0.03%	24
2024 Q2	$40K	Hold	900	–	–	0.01%	28
2024 Q1	$35K	Hold	900	–	–	0.06%	29
2023 Q4	$43K	Hold	900	–	–	0.06%	28
2023 Q3	$36K	Hold	900	–	–	0.07%	29
2023 Q2	$34K	Hold	900	–	–	0.04%	36
2023 Q1	$43K	Hold	900	–	–	0.09%	35
2022 Q4	$35K	Hold	900	–	–	0.06%	44
2022 Q3	$31K	Hold	900	–	–	0.13%	32
2022 Q2	$28K	Buy	900 +300	+50%	+$9.33K	0.09%	31
2022 Q1	$33K	Hold	600	–	–	0.02%	32
2021 Q4	$46K	Hold	600	–	–	0.03%	28
2021 Q3	$41K	Hold	600	–	–	0.01%	34
2021 Q2	$43K	Hold	600	–	–	0.01%	33
2021 Q1	$38K	Sell	600 -600	-50%	-$38K	0.02%	31
2020 Q4	$83K	Hold	1,200	–	–	0.03%	33
2020 Q3	$59K	Hold	1,200	–	–	0.08%	28
2020 Q2	$61K	Hold	1,200	–	–	0.06%	30
2020 Q1	$50K	Hold	1,200	–	–	0.13%	43
2019 Q4	$54K	Hold	1,200	–	–	0.08%	18
2019 Q3	$43K	Hold	1,200	–	–	0.05%	15
2019 Q2	$58K	Hold	1,200	–	–	0.18%	13
2019 Q1	$49K	Hold	1,200	–	–	0.19%	8
2018 Q4	$30K	Buy	1,200 +600	+100%	+$15K	0.09%	41
2018 Q3	$19K	Sell	600 -600	-50%	-$19K	0.05%	33
2018 Q2	$31K	Buy	+1,200	New	+$31K	0.09%	32