Moody Aldrich Partners’s Coupa Software Incorporated COUP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-910	Closed	-$239K	–	189
2021 Q2	$239K	Sell	910 -13	-1%	-$3.22K	0.03%	163
2021 Q1	$235K	Buy	923 +152	+20%	+$47.9K	0.03%	170
2020 Q4	$261K	Sell	771 -4	-0.5%	-$1.24K	0.04%	156
2020 Q3	$213K	Sell	775 -212	-21%	-$61.8K	0.04%	149
2020 Q2	$273K	Sell	987 -663	-40%	-$134K	0.06%	144
2020 Q1	$231K	Sell	1,650 -7	-0.4%	-$1.08K	0.07%	128
2019 Q4	$242K	Buy	+1,657	New	+$237K	0.05%	141
2019 Q2	–	Sell	-47,625	Closed	-$4.33M	–	131
2019 Q1	$4.33M	Buy	47,625 +756	+2%	+$64.8K	1.22%	34
2018 Q4	$2.95M	Sell	46,869 -21,021	-31%	-$1.33M	0.97%	47
2018 Q3	$5.37M	Buy	67,890 +10,946	+19%	+$760K	1.55%	21
2018 Q2	$3.54M	Buy	+56,944	New	+$3.03M	1.26%	31