Kovitz Investment Group Partners’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	-4,242	Closed	-$238K	–	1312
2024 Q4	$238K	Buy	+4,242	New	+$238K	﹤0.01%	1107