Engle Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-450,000	Closed	-$16.2M	–	23
2019 Q3	$16.2M	Sell	450,000 -50,000	-10%	-$1.8M	4.3%	10
2019 Q2	$24.2M	Buy	500,000 +320,000	+178%	+$15.5M	5.74%	8
2019 Q1	$7.34M	Buy	180,000 +60,000	+50%	+$2.45M	1.91%	18
2018 Q4	$2.98M	Buy	+120,000	New	+$2.98M	1.32%	16